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WEALTH MANAGEMENT RESOURCES, INC.: ISTB position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 359,263 ISTB 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 359,263 shares
    Change vs previous 13F +29,219 shares

    5.35% of the 13F portfolio, value $17,334,417.

    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 330,044 shares
    Change vs previous 13F +1,158 shares

    5.57% of the 13F portfolio, value $15,993,917.

    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 328,886 shares
    Change vs previous 13F -15,493 shares

    5.64% of the 13F portfolio, value $16,033,188.

    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 344,379 shares
    Change vs previous 13F +12,301 shares

    5.44% of the 13F portfolio, value $16,819,490.

    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 332,078 shares
    Change vs previous 13F +20,149 shares

    5.52% of the 13F portfolio, value $16,155,605.

    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 311,929 shares
    Change vs previous 13F +15,452 shares

    5.47% of the 13F portfolio, value $15,081,791.

    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 296,477 shares
    Change vs previous 13F +90,506 shares

    5.23% of the 13F portfolio, value $14,162,732.

    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 205,971 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $10,026,025.

    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).