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WEALTH MANAGEMENT RESOURCES, INC.: SCHF position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 999,438 SCHF 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 999,438 shares
    Change vs previous 13F -114,361 shares

    8.54% of the 13F portfolio, value $27,684,422.

    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 1,113,799 shares
    Change vs previous 13F +1,886 shares

    9.6% of the 13F portfolio, value $27,566,536.

    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 1,111,913 shares
    Change vs previous 13F +355,013 shares

    9.41% of the 13F portfolio, value $26,730,397.

    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 756,900 shares
    Change vs previous 13F +13,749 shares

    5.7% of the 13F portfolio, value $17,620,637.

    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 743,151 shares
    Change vs previous 13F -16,895 shares

    5.61% of the 13F portfolio, value $16,423,656.

    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 760,046 shares
    Change vs previous 13F +10,158 shares

    5.46% of the 13F portfolio, value $15,033,718.

    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 749,888 shares
    Change vs previous 13F +600,674 shares

    5.12% of the 13F portfolio, value $13,872,936.

    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 149,214 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $6,019,779.

    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).