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Disclosery

WR Wealth Planners, LLC: USMV position timeline

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

WR Wealth Planners, LLC held 1,274 USMV 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 1,274 shares
    Change vs previous 13F -1,454 shares

    0.04% of the 13F portfolio, value $113,082.

    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 2,728 shares
    Change vs previous 13F -233 shares

    0.07% of the 13F portfolio, value $249,099.

    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 2,961 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $248,564.

    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 3,108 shares
    Change vs previous 13F -6,622 shares

    0.08% of the 13F portfolio, value $259,747.

    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 9,730 shares
    Change vs previous 13F -1,079 shares

    0.28% of the 13F portfolio, value $759,223.

    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 10,809 shares
    Change vs previous 13F -2,361 shares

    0.3% of the 13F portfolio, value $782,333.

    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 13,170 shares
    Change vs previous 13F -76 shares

    0.38% of the 13F portfolio, value $978,893.

    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 13,246 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $963,500.

    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).