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WEALTH MANAGEMENT RESOURCES, INC.: SPGP position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 10,387 SPGP 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 10,387 shares
    Change vs previous 13F +20 shares

    0.39% of the 13F portfolio, value $1,270,165.

    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 10,367 shares
    Change vs previous 13F -15 shares

    0.39% of the 13F portfolio, value $1,115,740.

    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 10,382 shares
    Change vs previous 13F -577 shares

    0.42% of the 13F portfolio, value $1,182,094.

    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 10,959 shares
    Change vs previous 13F -444 shares

    0.4% of the 13F portfolio, value $1,245,116.

    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 11,403 shares
    Change vs previous 13F -6,349 shares

    0.42% of the 13F portfolio, value $1,228,144.

    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 17,752 shares
    Change vs previous 13F -5,963 shares

    0.64% of the 13F portfolio, value $1,773,137.

    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 23,715 shares
    Change vs previous 13F -93,797 shares

    0.92% of the 13F portfolio, value $2,487,319.

    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 117,512 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $12,300,746.

    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).