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
- period ended2024-12-3113F 12,703 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,578 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 12,431 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 12,296 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 12,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 12,022 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 11,887 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 11,753 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).