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WEALTH MANAGEMENT RESOURCES, INC.: SPYM position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 99,508 SPYM 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 99,508 shares
    Change vs previous 13F +6,193 shares

    2.7% of the 13F portfolio, value $8,744,761.

    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 93,315 shares
    Change vs previous 13F -1,202 shares

    2.49% of the 13F portfolio, value $7,142,295.

    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 94,517 shares
    Change vs previous 13F -7,809 shares

    2.67% of the 13F portfolio, value $7,582,180.

    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 102,326 shares
    Change vs previous 13F +5,829 shares

    2.59% of the 13F portfolio, value $8,016,209.

    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 96,497 shares
    Change vs previous 13F +6,826 shares

    2.4% of the 13F portfolio, value $7,014,435.

    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 89,671 shares
    Change vs previous 13F +5,166 shares

    2.14% of the 13F portfolio, value $5,896,767.

    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 84,505 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $5,825,815.

    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).