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WEALTH MANAGEMENT RESOURCES, INC.: SMMV position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 284,437 SMMV 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 284,437 shares
    Change vs previous 13F +4,664 shares

    4.04% of the 13F portfolio, value $13,095,501.

    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 279,773 shares
    Change vs previous 13F -1,026 shares

    4.25% of the 13F portfolio, value $12,202,902.

    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 280,799 shares
    Change vs previous 13F -11,049 shares

    4.28% of the 13F portfolio, value $12,167,032.

    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 291,848 shares
    Change vs previous 13F +2,408 shares

    4.07% of the 13F portfolio, value $12,564,040.

    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 289,440 shares
    Change vs previous 13F +5,354 shares

    4.15% of the 13F portfolio, value $12,159,411.

    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 284,086 shares
    Change vs previous 13F +736 shares

    4.27% of the 13F portfolio, value $11,775,389.

    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 283,350 shares
    Change vs previous 13F -52,106 shares

    4.33% of the 13F portfolio, value $11,747,717.

    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 335,456 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $13,687,569.

    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).