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WEALTH MANAGEMENT RESOURCES, INC.: DGRW position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 15,799 DGRW 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 15,799 shares
    Change vs previous 13F -3,875 shares

    0.47% of the 13F portfolio, value $1,510,715.

    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 19,674 shares
    Change vs previous 13F -3,341 shares

    0.6% of the 13F portfolio, value $1,728,144.

    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).

  3. period ended2025-12-31
    13F 23,015 shares
    Change vs previous 13F -1,643 shares

    0.72% of the 13F portfolio, value $2,058,227.

    13F-HR 0001063516-26-000001 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).

  4. period ended2025-09-30
    13F 24,658 shares
    Change vs previous 13F -151 shares

    0.71% of the 13F portfolio, value $2,193,580.

    13F-HR 0001063516-25-000004 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).

  5. period ended2025-06-30
    13F 24,809 shares
    Change vs previous 13F -18,857 shares

    0.71% of the 13F portfolio, value $2,077,505.

    13F-HR 0001085146-25-004147 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).

  6. period ended2025-03-31
    13F 43,666 shares
    Change vs previous 13F -2,696 shares

    1.27% of the 13F portfolio, value $3,487,205.

    13F-HR 0001085146-25-002282 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).

  7. period ended2024-12-31
    13F 46,362 shares
    Change vs previous 13F -119,180 shares

    1.38% of the 13F portfolio, value $3,752,132.

    13F-HR 0001085146-25-000357 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).

  8. period ended2024-09-30
    13F 165,542 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $13,774,748.

    13F-HR 0001085146-24-005251 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).