WR Wealth Planners, LLC

SEC CIK: 0002031978
Latest filing: Feb 5, 2025

SEC filings (opens in a new tab)

L holding history

Loews 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.

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

Shares (Q4 2024): 4
Value: $339
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of L by WR Wealth Planners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	4	$339	<0.1%	+4	New	Holders
Q3 2024	0	$0	0.0%	−32−100.0%	Sold out	Holders
Q2 2024	32	$2.39K	<0.1%	−4−11.1%	Reduced	Holders
Q1 2024	36	$2.82K	<0.1%	+36	New	Holders