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WR Wealth Planners, LLC: QUAL position timeline

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

WR Wealth Planners, LLC held 4,083 QUAL 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 4,083 shares
    Change vs previous 13F -5,345 shares

    0.23% of the 13F portfolio, value $727,101.

    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 9,428 shares
    Change vs previous 13F +2,700 shares

    0.47% of the 13F portfolio, value $1,690,515.

    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 6,728 shares
    Change vs previous 13F +459 shares

    0.35% of the 13F portfolio, value $1,148,908.

    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 6,269 shares
    Change vs previous 13F -8,494 shares

    0.32% of the 13F portfolio, value $1,030,320.

    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 14,763 shares
    Change vs previous 13F +430 shares

    0.81% of the 13F portfolio, value $2,172,197.

    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 14,333 shares
    Change vs previous 13F -2,785 shares

    0.72% of the 13F portfolio, value $1,888,904.

    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 17,118 shares
    Change vs previous 13F +125 shares

    0.89% of the 13F portfolio, value $2,308,662.

    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 16,993 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,108,240.

    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).