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WEALTH MANAGEMENT RESOURCES, INC.: BCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH MANAGEMENT RESOURCES, INC. on BCD, newest first. How the timeline and the estimate are built.

WEALTH MANAGEMENT RESOURCES, INC. held 83,127 BCD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,127 shares
    Change vs previous 13F -1,362 shares

    0.88% of the 13F portfolio, value $2,838,792.

    13F-HR 0001063516-26-000004 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,489 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,023,022.

    13F-HR 0001063516-26-000002 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).