Skip to content
Disclosery

WEALTH MANAGEMENT RESOURCES, INC.: SCHD position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 940,642 SCHD 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 940,642 shares
    Change vs previous 13F +69,460 shares

    9.2% of the 13F portfolio, value $29,827,757.

    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 871,182 shares
    Change vs previous 13F -1,732 shares

    9.3% of the 13F portfolio, value $26,727,879.

    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 872,914 shares
    Change vs previous 13F -78,280 shares

    8.43% of the 13F portfolio, value $23,944,018.

    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 951,194 shares
    Change vs previous 13F +6,946 shares

    8.4% of the 13F portfolio, value $25,967,615.

    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 944,248 shares
    Change vs previous 13F +71,842 shares

    8.54% of the 13F portfolio, value $25,022,579.

    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 872,406 shares
    Change vs previous 13F +7,019 shares

    8.85% of the 13F portfolio, value $24,392,494.

    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 865,387 shares
    Change vs previous 13F +558,995 shares

    8.72% of the 13F portfolio, value $23,642,390.

    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 306,392 shares
    Change vs previous 13F not available

    10.23% of the 13F portfolio, value $25,529,324.

    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).