WEALTH MANAGEMENT RESOURCES, INC.: QQQ position timeline

WEALTH MANAGEMENT RESOURCES, INC. held 507 QQQ 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 507 shares

   Change vs previous 13F +108 shares

   0.12% of the 13F portfolio, value $373,548.

   13F-HR 0001063516-26-000004 filed by WEALTH MANAGEMENT RESOURCES, INC.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 399 shares

   Change vs previous 13F +399 shares

   0.08% of the 13F portfolio, value $230,406.

   13F-HR 0001063516-26-000002 filed by WEALTH MANAGEMENT RESOURCES, INC.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -372 shares

   13F-HR 0001063516-26-000001 filed by WEALTH MANAGEMENT RESOURCES, INC.
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

4. period ended2025-09-30

   13F 372 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $223,512.

   13F-HR 0001063516-25-000004 filed by WEALTH MANAGEMENT RESOURCES, INC.
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 372 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $205,230.

   13F-HR 0001085146-25-004147 filed by WEALTH MANAGEMENT RESOURCES, INC.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).