Skip to content
Disclosery

WR Wealth Planners, LLC: VLTO position timeline

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

WR Wealth Planners, LLC held 9,471 VLTO 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 9,471 shares
    Change vs previous 13F -1,114 shares

    0.31% of the 13F portfolio, value $964,621.

    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 10,585 shares
    Change vs previous 13F +289 shares

    0.33% of the 13F portfolio, value $1,184,038.

    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 10,296 shares
    Change vs previous 13F +443 shares

    0.3% of the 13F portfolio, value $982,959.

    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 9,853 shares
    Change vs previous 13F +629 shares

    0.27% of the 13F portfolio, value $873,567.

    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 9,224 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $758,766.

    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).