WR Wealth Planners, LLC historic quarter change: Foreign Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), over 11 quarters from 2022-03-31 to 2024-12-31, WR Wealth Planners, LLC opened 3 positions, added to 0, reduced 1 and sold out of 2.
- Q3 2023: Stock ORGANIGRAM HLDGS INC COM; Country of operation —; Class Stock; Shares before 50.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2031978), 11 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-07-31); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-07-30); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-08-01); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-08-01); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-08-01); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-10-10); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-10-10); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-10-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
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