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WR Wealth Planners, LLC: VLUE position timeline

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

WR Wealth Planners, LLC held 1,672 VLUE 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 1,672 shares
    Change vs previous 13F -1,693 shares

    0.06% of the 13F portfolio, value $176,554.

    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 3,365 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $366,892.

    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 3,366 shares
    Change vs previous 13F -192 shares

    0.11% of the 13F portfolio, value $348,195.

    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 3,558 shares
    Change vs previous 13F -827 shares

    0.12% of the 13F portfolio, value $385,313.

    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 4,385 shares
    Change vs previous 13F -4,120 shares

    0.17% of the 13F portfolio, value $443,612.

    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 8,505 shares
    Change vs previous 13F -199 shares

    0.29% of the 13F portfolio, value $771,582.

    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 8,704 shares
    Change vs previous 13F -719 shares

    0.32% of the 13F portfolio, value $816,333.

    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 9,423 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $872,519.

    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).