Skip to content
Disclosery

WR Wealth Planners, LLC: VTV position timeline

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

WR Wealth Planners, LLC held 1,436 VTV 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 1,436 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $243,052.

    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 1,435 shares
    Change vs previous 13F -23 shares

    0.07% of the 13F portfolio, value $250,581.

    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 1,458 shares
    Change vs previous 13F -148 shares

    0.07% of the 13F portfolio, value $233,878.

    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 1,606 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $261,553.

    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 1,626 shares
    Change vs previous 13F +158 shares

    0.09% of the 13F portfolio, value $243,087.

    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 1,468 shares
    Change vs previous 13F +245 shares

    0.08% of the 13F portfolio, value $202,481.

    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 1,223 shares
    Change vs previous 13F +947 shares

    0.07% of the 13F portfolio, value $173,788.

    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 276 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $38,118.

    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).