Skip to content
Disclosery

WEALTH MANAGEMENT RESOURCES, INC.: FBND position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 656,681 FBND 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 656,681 shares
    Change vs previous 13F -6,210 shares

    9.22% of the 13F portfolio, value $29,872,433.

    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 662,891 shares
    Change vs previous 13F +5,787 shares

    10.53% of the 13F portfolio, value $30,241,067.

    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 657,104 shares
    Change vs previous 13F -56,506 shares

    10.65% of the 13F portfolio, value $30,253,048.

    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 713,610 shares
    Change vs previous 13F +24,401 shares

    10.68% of the 13F portfolio, value $32,997,318.

    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 689,209 shares
    Change vs previous 13F +54,727 shares

    10.77% of the 13F portfolio, value $31,531,318.

    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 634,482 shares
    Change vs previous 13F +24,998 shares

    10.51% of the 13F portfolio, value $28,964,103.

    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 609,484 shares
    Change vs previous 13F +160,861 shares

    10.09% of the 13F portfolio, value $27,347,564.

    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 448,623 shares
    Change vs previous 13F not available

    8.4% of the 13F portfolio, value $20,966,685.

    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).