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WR Wealth Planners, LLC: SPYM position timeline

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

WR Wealth Planners, LLC held 38,934 SPYM 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 38,934 shares
    Change vs previous 13F -39,805 shares

    0.86% of the 13F portfolio, value $2,684,130.

    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 78,739 shares
    Change vs previous 13F -34,498 shares

    1.48% of the 13F portfolio, value $5,315,660.

    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 113,237 shares
    Change vs previous 13F +2,464 shares

    2.21% of the 13F portfolio, value $7,247,169.

    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 110,773 shares
    Change vs previous 13F -43,993 shares

    2.12% of the 13F portfolio, value $6,815,875.

    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 154,766 shares
    Change vs previous 13F -2,600 shares

    3.22% of the 13F portfolio, value $8,651,392.

    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 157,366 shares
    Change vs previous 13F +19,852 shares

    3.01% of the 13F portfolio, value $7,909,239.

    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 137,514 shares
    Change vs previous 13F -1,753 shares

    2.77% of the 13F portfolio, value $7,165,859.

    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 139,267 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $6,705,706.

    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).