Skip to content
Disclosery

WEALTH MANAGEMENT RESOURCES, INC.: IHDG position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 329,179 IHDG 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 329,179 shares
    Change vs previous 13F +12,937 shares

    5.32% of the 13F portfolio, value $17,242,370.

    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 316,242 shares
    Change vs previous 13F +768 shares

    5.3% of the 13F portfolio, value $15,227,053.

    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 315,474 shares
    Change vs previous 13F -62,982 shares

    5.4% of the 13F portfolio, value $15,350,983.

    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 378,456 shares
    Change vs previous 13F +7,086 shares

    5.64% of the 13F portfolio, value $17,439,261.

    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 371,370 shares
    Change vs previous 13F +6,985 shares

    5.71% of the 13F portfolio, value $16,730,261.

    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 364,385 shares
    Change vs previous 13F +4,998 shares

    5.74% of the 13F portfolio, value $15,814,331.

    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 359,387 shares
    Change vs previous 13F +82,769 shares

    5.76% of the 13F portfolio, value $15,622,171.

    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 276,618 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $12,639,963.

    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).