WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
CWD holding history
CaliberCos 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.
CWD overviewAll 13F holders of CWDFull Q4 2024 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −446−100.0% | Sold out | Holders |
| Q1 2024 | 446 | $446 | <0.1% | +446 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −446−100.0% | Sold out | Holders |
| Q3 2023 | 446 | $607 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 446 | $856 | <0.1% | +446 | New | Holders |