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Disclosery

WR Wealth Planners, LLC: WPM position timeline

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

WR Wealth Planners, LLC held 9,191 WPM 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 9,191 shares
    Change vs previous 13F -884 shares

    0.17% of the 13F portfolio, value $516,883.

    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 10,075 shares
    Change vs previous 13F -1,000 shares

    0.17% of the 13F portfolio, value $615,361.

    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 11,075 shares
    Change vs previous 13F -720 shares

    0.18% of the 13F portfolio, value $580,534.

    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 11,795 shares
    Change vs previous 13F -900 shares

    0.17% of the 13F portfolio, value $555,883.

    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 12,695 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $626,355.

    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 12,695 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $514,769.

    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 12,695 shares
    Change vs previous 13F -400 shares

    0.21% of the 13F portfolio, value $548,664.

    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 13,095 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $630,639.

    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).