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WR Wealth Planners, LLC: SPY position timeline

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

WR Wealth Planners, LLC held 56,913 SPY 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 56,913 shares
    Change vs previous 13F +2,018 shares

    10.72% of the 13F portfolio, value $33,355,284.

    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 54,895 shares
    Change vs previous 13F -407 shares

    8.76% of the 13F portfolio, value $31,496,362.

    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 55,302 shares
    Change vs previous 13F -860 shares

    9.18% of the 13F portfolio, value $30,096,562.

    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 56,162 shares
    Change vs previous 13F +19,904 shares

    9.13% of the 13F portfolio, value $29,376,410.

    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 36,258 shares
    Change vs previous 13F +195 shares

    6.41% of the 13F portfolio, value $17,233,651.

    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 36,063 shares
    Change vs previous 13F +6,904 shares

    5.87% of the 13F portfolio, value $15,416,091.

    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 29,159 shares
    Change vs previous 13F +1,662 shares

    5.01% of the 13F portfolio, value $12,925,766.

    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 27,497 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $11,257,015.

    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).