Skip to content
Disclosery

WR Wealth Planners, LLC: SCHA position timeline

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

WR Wealth Planners, LLC held 55,375 SCHA 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 55,375 shares
    Change vs previous 13F -5,542 shares

    0.46% of the 13F portfolio, value $1,431,986.

    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 60,917 shares
    Change vs previous 13F +60,142 shares

    0.87% of the 13F portfolio, value $3,137,235.

    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 775 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $36,750.

    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 1,136 shares
    Change vs previous 13F +1,136 shares

    0.02% of the 13F portfolio, value $55,912.

    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 0 shares
    Change vs previous 13F -2,669 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2023-09-30
    13F 2,669 shares
    Change vs previous 13F -87 shares

    0.04% of the 13F portfolio, value $110,550.

    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 2,756 shares
    Change vs previous 13F -452 shares

    0.05% of the 13F portfolio, value $120,691.

    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 3,208 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $134,522.

    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).