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WR Wealth Planners, LLC: WMT position timeline

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

WR Wealth Planners, LLC held 29,288 WMT 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 29,288 shares
    Change vs previous 13F -1,308 shares

    0.85% of the 13F portfolio, value $2,646,214.

    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 30,596 shares
    Change vs previous 13F -100 shares

    0.69% of the 13F portfolio, value $2,470,666.

    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 30,696 shares
    Change vs previous 13F +535 shares

    0.63% of the 13F portfolio, value $2,078,454.

    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 30,161 shares
    Change vs previous 13F +20,176 shares

    0.56% of the 13F portfolio, value $1,814,796.

    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 9,985 shares
    Change vs previous 13F -71 shares

    0.59% of the 13F portfolio, value $1,574,057.

    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 10,056 shares
    Change vs previous 13F +58 shares

    0.61% of the 13F portfolio, value $1,608,176.

    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 9,998 shares
    Change vs previous 13F +2,343 shares

    0.61% of the 13F portfolio, value $1,571,407.

    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 7,655 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,128,682.

    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).