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WR Wealth Planners, LLC: SPIB position timeline

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

WR Wealth Planners, LLC held 64,035 SPIB 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 64,035 shares
    Change vs previous 13F +4,705 shares

    0.67% of the 13F portfolio, value $2,097,781.

    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 59,330 shares
    Change vs previous 13F +6,758 shares

    0.56% of the 13F portfolio, value $2,000,016.

    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 52,572 shares
    Change vs previous 13F +5,320 shares

    0.52% of the 13F portfolio, value $1,711,751.

    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 47,252 shares
    Change vs previous 13F -193,799 shares

    0.48% of the 13F portfolio, value $1,544,682.

    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 241,051 shares
    Change vs previous 13F +742 shares

    2.94% of the 13F portfolio, value $7,913,697.

    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 240,309 shares
    Change vs previous 13F +27,522 shares

    2.88% of the 13F portfolio, value $7,557,705.

    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 212,787 shares
    Change vs previous 13F +11,095 shares

    2.65% of the 13F portfolio, value $6,832,591.

    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 201,692 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $6,552,958.

    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).