WR Wealth Planners, LLC

SEC CIK: 0002031978
Latest filing: Feb 5, 2025

SEC filings (opens in a new tab)

SAMG holding history

Silvercrest Asset Management Group 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of SAMG by WR Wealth Planners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−140−100.0%	Sold out	Holders
Q2 2023	140	$2.83K	<0.1%	−138−49.6%	Reduced	Holders
Q1 2023	278	$5.05K	<0.1%	+278	New	Holders