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WR Wealth Planners, LLC: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on QQQ, newest first. How the timeline and the estimate are built.

WR Wealth Planners, LLC held 20,163 QQQ shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,163 shares
    Change vs previous 13F -5,278 shares

    3.31% of the 13F portfolio, value $10,307,778.

    13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 25,441 shares
    Change vs previous 13F +3,053 shares

    3.45% of the 13F portfolio, value $12,417,060.

    13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 22,388 shares
    Change vs previous 13F +1,628 shares

    3.27% of the 13F portfolio, value $10,726,241.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 20,760 shares
    Change vs previous 13F +7,021 shares

    2.87% of the 13F portfolio, value $9,217,789.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 13,739 shares
    Change vs previous 13F +1,905 shares

    2.09% of the 13F portfolio, value $5,626,202.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 11,834 shares
    Change vs previous 13F +335 shares

    1.61% of the 13F portfolio, value $4,239,893.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 11,499 shares
    Change vs previous 13F +445 shares

    1.64% of the 13F portfolio, value $4,247,858.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 11,054 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,547,713.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).