WR Wealth Planners, LLC

SEC CIK: 0002031978
Latest filing: Feb 5, 2025

SEC filings (opens in a new tab)

CBSH holding history

Commerce Bancshares Inc in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBSH overview All 13F holders of CBSH Full Q4 2024 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of CBSH by WR Wealth Planners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q1 2024	2	$106	<0.1%	+2	New	Holders
Q4 2023	0	$0	0.0%	−45−100.0%	Sold out	Holders
Q3 2023	45	$2.16K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	45	$2.19K	<0.1%	+45	New	Holders