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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

SPH holding history

Suburban Propane Partners LP 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.

SPH overviewAll 13F holders of SPHFull Q4 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of SPH by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−500−100.0%Sold outHolders
Q2 2024500$9.49K<0.1%00.0%UnchangedHolders
Q1 2024500$10.2K<0.1%+500NewHolders
Q4 20230$00.0%−500−100.0%Sold outHolders
Q3 2023500$8.03K<0.1%00.0%UnchangedHolders
Q2 2023500$7.40K<0.1%00.0%UnchangedHolders
Q1 2023500$7.66K<0.1%+500NewHolders
Q2 20220$00.0%−721−100.0%Sold outHolders
Q1 2022721$11.6K<0.1%–No prior filingHolders