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WEALTH MANAGEMENT RESOURCES, INC.: FLOT position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 25,426 FLOT 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 25,426 shares
    Change vs previous 13F -2,690 shares

    0.4% of the 13F portfolio, value $1,297,991.

    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 28,116 shares
    Change vs previous 13F -2,637 shares

    0.5% of the 13F portfolio, value $1,432,529.

    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 30,753 shares
    Change vs previous 13F -38,572 shares

    0.55% of the 13F portfolio, value $1,564,122.

    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 69,325 shares
    Change vs previous 13F +1,466 shares

    1.15% of the 13F portfolio, value $3,541,470.

    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 67,859 shares
    Change vs previous 13F +30,975 shares

    1.18% of the 13F portfolio, value $3,462,187.

    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 36,884 shares
    Change vs previous 13F +12,909 shares

    0.68% of the 13F portfolio, value $1,882,969.

    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 23,975 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,219,866.

    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).