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WR Wealth Planners, LLC: SII position timeline

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

WR Wealth Planners, LLC held 7,990 SII 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 7,990 shares
    Change vs previous 13F +850 shares

    0.11% of the 13F portfolio, value $336,938.

    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 7,140 shares
    Change vs previous 13F +650 shares

    0.09% of the 13F portfolio, value $309,233.

    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 6,490 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $268,621.

    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 6,490 shares
    Change vs previous 13F -600 shares

    0.07% of the 13F portfolio, value $239,870.

    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 7,090 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $240,706.

    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 7,090 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $216,032.

    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 7,090 shares
    Change vs previous 13F +580 shares

    0.09% of the 13F portfolio, value $229,716.

    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 6,510 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $237,094.

    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).