WR Wealth Planners, LLC: UNP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on UNP, newest first. How the timeline and the estimate are built.
WR Wealth Planners, LLC held 130 UNP shares at 2024-12-31 per its 13F-HR filed 2025-02-05.
the latest 13F is the newest step
- period ended2024-12-3113F 130 sharesChange vs previous 13F -37 shares
0.01% of the 13F portfolio, value $29,645.
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 167 sharesChange vs previous 13F -71 shares
0.01% of the 13F portfolio, value $41,162.
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 238 sharesChange vs previous 13F -286 shares
0.02% of the 13F portfolio, value $53,850.
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 524 sharesChange vs previous 13F +524 shares
0.04% of the 13F portfolio, value $128,867.
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 0 sharesChange vs previous 13F -360 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2023-09-3013F 360 sharesChange vs previous 13F -6 shares
0.03% of the 13F portfolio, value $73,307.
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 366 sharesChange vs previous 13F +59 shares
0.03% of the 13F portfolio, value $74,891.
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 307 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $61,763.
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).