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WR Wealth Planners, LLC: SFNC position timeline

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

WR Wealth Planners, LLC held 12,703 SFNC 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 12,703 shares
    Change vs previous 13F +125 shares

    0.09% of the 13F portfolio, value $281,758.

    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 12,578 shares
    Change vs previous 13F +147 shares

    0.08% of the 13F portfolio, value $270,922.

    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 12,431 shares
    Change vs previous 13F +135 shares

    0.07% of the 13F portfolio, value $218,535.

    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 12,296 shares
    Change vs previous 13F +127 shares

    0.07% of the 13F portfolio, value $239,273.

    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 12,169 shares
    Change vs previous 13F +147 shares

    0.09% of the 13F portfolio, value $241,441.

    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 12,022 shares
    Change vs previous 13F +135 shares

    0.08% of the 13F portfolio, value $203,891.

    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 11,887 shares
    Change vs previous 13F +134 shares

    0.08% of the 13F portfolio, value $205,058.

    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 11,753 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $205,567.

    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).