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WEALTH MANAGEMENT RESOURCES, INC.: MUB position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 38,846 MUB 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 38,846 shares
    Change vs previous 13F +759 shares

    1.29% of the 13F portfolio, value $4,180,592.

    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 38,087 shares
    Change vs previous 13F -5,377 shares

    1.41% of the 13F portfolio, value $4,042,933.

    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 43,464 shares
    Change vs previous 13F -2,170 shares

    1.64% of the 13F portfolio, value $4,655,445.

    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 45,634 shares
    Change vs previous 13F -2,374 shares

    1.57% of the 13F portfolio, value $4,859,590.

    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 48,008 shares
    Change vs previous 13F -9,099 shares

    1.71% of the 13F portfolio, value $5,015,948.

    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 57,107 shares
    Change vs previous 13F -2,189 shares

    2.19% of the 13F portfolio, value $6,021,451.

    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 59,296 shares
    Change vs previous 13F -4,825 shares

    2.33% of the 13F portfolio, value $6,318,022.

    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 64,121 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $6,969,825.

    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).