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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

FICO holding history

Fair Isaac Corp 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.

FICO overviewAll 13F holders of FICOFull Q4 2024 holdings

Shares (Q4 2024)
286
Value
$569.4K
% of portfolio
0.2%
Quarters held
7
Since Q2 2023
Holdings of FICO by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024286$569.4K0.2%−40−12.3%ReducedHolders
Q3 2024326$633.6K0.2%−182−35.8%ReducedHolders
Q2 2024508$756.2K0.2%+21+4.3%AddedHolders
Q1 2024487$608.6K0.2%+34+7.5%AddedHolders
Q4 2023453$527.3K0.2%+56+14.1%AddedHolders
Q3 2023397$344.8K0.1%+391+6,516.7%AddedHolders
Q2 20236$4.86K<0.1%+6NewHolders