Skip to content
Disclosery

WEALTH MANAGEMENT RESOURCES, INC.: IEF position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 260,316 IEF 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 260,316 shares
    Change vs previous 13F -32,742 shares

    7.59% of the 13F portfolio, value $24,618,117.

    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 293,058 shares
    Change vs previous 13F +1,010 shares

    9.74% of the 13F portfolio, value $27,969,486.

    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 292,048 shares
    Change vs previous 13F -6,048 shares

    9.89% of the 13F portfolio, value $28,083,367.

    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 298,096 shares
    Change vs previous 13F +5,930 shares

    9.3% of the 13F portfolio, value $28,754,332.

    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 292,166 shares
    Change vs previous 13F +4,620 shares

    9.55% of the 13F portfolio, value $27,980,777.

    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 287,546 shares
    Change vs previous 13F +41 shares

    9.95% of the 13F portfolio, value $27,423,346.

    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 287,505 shares
    Change vs previous 13F -13,163 shares

    9.81% of the 13F portfolio, value $26,579,919.

    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 300,668 shares
    Change vs previous 13F not available

    11.79% of the 13F portfolio, value $29,411,316.

    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).