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WR Wealth Planners, LLC: REFR position timeline

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

WR Wealth Planners, LLC held 950,458 REFR 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 950,458 shares
    Change vs previous 13F +9,200 shares

    0.52% of the 13F portfolio, value $1,625,283.

    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 941,258 shares
    Change vs previous 13F +18,450 shares

    0.57% of the 13F portfolio, value $2,061,355.

    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 922,808 shares
    Change vs previous 13F +59,970 shares

    0.52% of the 13F portfolio, value $1,697,967.

    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 862,838 shares
    Change vs previous 13F -62,200 shares

    0.35% of the 13F portfolio, value $1,121,689.

    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 925,038 shares
    Change vs previous 13F -37,000 shares

    0.35% of the 13F portfolio, value $934,288.

    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 962,038 shares
    Change vs previous 13F +3,989 shares

    0.4% of the 13F portfolio, value $1,039,001.

    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 958,049 shares
    Change vs previous 13F +10,011 shares

    0.59% of the 13F portfolio, value $1,532,878.

    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 948,038 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,621,145.

    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).