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Disclosery

Wrenne Financial Planning LLC: ARES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wrenne Financial Planning LLC on ARES, newest first. How the timeline and the estimate are built.

Wrenne Financial Planning LLC held 0 ARES shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,445 shares

    13F-HR 0001172661-26-002011 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,445 shares
    Change vs previous 13F -4 shares

    0.1% of the 13F portfolio, value $233,635.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,449 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $231,759.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,449 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $251,052.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,449 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $212,510.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,449 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $256,603.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,449 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $225,889.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).