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WEALTH MANAGEMENT RESOURCES, INC.: IFRA position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 0 IFRA shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,269 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,269 shares
    Change vs previous 13F -2,387 shares

    0.08% of the 13F portfolio, value $224,635.

    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).

  3. period ended2025-09-30
    13F 6,656 shares
    Change vs previous 13F -973 shares

    0.11% of the 13F portfolio, value $351,576.

    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).

  4. period ended2025-06-30
    13F 7,629 shares
    Change vs previous 13F -11,395 shares

    0.13% of the 13F portfolio, value $375,300.

    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).

  5. period ended2025-03-31
    13F 19,024 shares
    Change vs previous 13F -1,176 shares

    0.31% of the 13F portfolio, value $857,440.

    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).

  6. period ended2024-12-31
    13F 20,200 shares
    Change vs previous 13F -151,567 shares

    0.35% of the 13F portfolio, value $935,058.

    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).

  7. period ended2024-09-30
    13F 171,767 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $8,068,051.

    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).