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WEALTH MANAGEMENT RESOURCES, INC.: SPSM position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 95,030 SPSM 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 95,030 shares
    Change vs previous 13F +2,229 shares

    1.69% of the 13F portfolio, value $5,480,379.

    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 92,801 shares
    Change vs previous 13F -1,316 shares

    1.56% of the 13F portfolio, value $4,484,138.

    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 94,117 shares
    Change vs previous 13F -1,163 shares

    1.55% of the 13F portfolio, value $4,410,309.

    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 95,280 shares
    Change vs previous 13F +3,915 shares

    1.43% of the 13F portfolio, value $4,413,360.

    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 91,365 shares
    Change vs previous 13F +10,326 shares

    1.33% of the 13F portfolio, value $3,892,179.

    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 81,039 shares
    Change vs previous 13F +3,341 shares

    1.2% of the 13F portfolio, value $3,303,149.

    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 77,698 shares
    Change vs previous 13F +48,879 shares

    1.29% of the 13F portfolio, value $3,490,205.

    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 28,819 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,311,560.

    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).