Filer Snapshot

WR Wealth Planners, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0002031978.

Entity Type

Company

Total Filings

13

Latest Filing

05 Feb 2025

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 05 Feb 2025 for CIK 0002031978.

View Source Filing
Business address
200 E. Southampton Drive, Suite 101, Columbia, MO, 65203
Top securities (13F)
SPY, GBIL, COWZ, AVDE, AVUS, QQQ, AVSF, AAPL, AMZN, GLDM, AVUV, QGRO, MSFT, CGGR, LMBS, CAT, CGDV, NVDA, SPLG, and WMT
State of incorporation
MO
Fiscal year end
31 December

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Quick Takeaways

  • WR Wealth Planners, LLC is an SEC filer tracked under CIK 0002031978.
  • 13 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX.

What Changed

  • Latest filing: 13F-HR filed on 05 Feb 2025.
  • Report period: 31 Dec 2024.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 05 Feb 2025 for CIK 0002031978.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for WR Wealth Planners, LLC.

Latest source-backed update
13F-HR filed 05 Feb 2025
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 05 Feb 2025.
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  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for WR Wealth Planners, LLC

New filing available

Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Feb 2025

Page type

Filer profile

Latest period

Q4 2024

Institutional portfolio context was refreshed from a 13F filing filed on 05 Feb 2025.

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Benchmark Context

Benchmark context for this company

WR Wealth Planners, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

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Why this is notable

Latest 13F period: Q4 2024. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

WR Wealth Planners, LLC has filed 13 SEC EDGAR filings since 30 Jul 2024. Common forms include 13F-HR, N-PX.

Latest 13F filings

Latest Filings

Recent SEC filings for WR Wealth Planners, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2024 31 Mar 2022 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2024 30 Jun 2022 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2024 30 Sep 2024 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2024 30 Sep 2022 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2024 31 Dec 2022 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2024 30 Sep 2023 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2024 30 Jun 2023 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2024 31 Mar 2023 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2024 30 Jun 2024 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2024 31 Mar 2024 028-24246
N-PX Open N-PX document View SEC filing for N-PX 30 Jul 2024 30 Jun 2024 028-24246
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2024 31 Dec 2023 028-24246

About this filer

WR Wealth Planners, LLC files with the SEC under CIK 0002031978. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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