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WEALTH MANAGEMENT RESOURCES, INC.: SPMD position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 153,069 SPMD 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 153,069 shares
    Change vs previous 13F -35,800 shares

    3.19% of the 13F portfolio, value $10,341,373.

    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 188,869 shares
    Change vs previous 13F +2,351 shares

    3.89% of the 13F portfolio, value $11,184,812.

    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 186,518 shares
    Change vs previous 13F -2,539 shares

    3.8% of the 13F portfolio, value $10,801,283.

    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 189,057 shares
    Change vs previous 13F +3,299 shares

    3.5% of the 13F portfolio, value $10,812,153.

    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 185,758 shares
    Change vs previous 13F +18,867 shares

    3.45% of the 13F portfolio, value $10,101,552.

    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 166,891 shares
    Change vs previous 13F +869 shares

    3.1% of the 13F portfolio, value $8,541,509.

    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 166,022 shares
    Change vs previous 13F +104,362 shares

    3.35% of the 13F portfolio, value $9,079,765.

    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 61,660 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,372,051.

    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).