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WEALTH MANAGEMENT RESOURCES, INC.: SCHH position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 407,235 SCHH 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 407,235 shares
    Change vs previous 13F +346 shares

    2.97% of the 13F portfolio, value $9,643,336.

    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 406,889 shares
    Change vs previous 13F +4,295 shares

    3.04% of the 13F portfolio, value $8,744,055.

    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 402,594 shares
    Change vs previous 13F +4,517 shares

    2.96% of the 13F portfolio, value $8,410,196.

    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 398,077 shares
    Change vs previous 13F +7,773 shares

    2.78% of the 13F portfolio, value $8,586,523.

    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 390,304 shares
    Change vs previous 13F +23,789 shares

    2.82% of the 13F portfolio, value $8,258,837.

    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 366,515 shares
    Change vs previous 13F +2,716 shares

    2.86% of the 13F portfolio, value $7,883,740.

    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 363,799 shares
    Change vs previous 13F -24,198 shares

    2.83% of the 13F portfolio, value $7,661,623.

    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 387,997 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $8,988,649.

    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).