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WEALTH MANAGEMENT RESOURCES, INC.: XSOE position timeline

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

WEALTH MANAGEMENT RESOURCES, INC. held 257,460 XSOE 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 257,460 shares
    Change vs previous 13F -58,999 shares

    3.91% of the 13F portfolio, value $12,661,861.

    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 316,459 shares
    Change vs previous 13F -301 shares

    4.42% of the 13F portfolio, value $12,690,020.

    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 316,760 shares
    Change vs previous 13F -3,399 shares

    4.35% of the 13F portfolio, value $12,359,962.

    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 320,159 shares
    Change vs previous 13F +8,065 shares

    3.93% of the 13F portfolio, value $12,146,849.

    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 312,094 shares
    Change vs previous 13F +11,081 shares

    3.67% of the 13F portfolio, value $10,761,011.

    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 301,013 shares
    Change vs previous 13F +1,154 shares

    3.37% of the 13F portfolio, value $9,292,281.

    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 299,859 shares
    Change vs previous 13F +206,791 shares

    3.37% of the 13F portfolio, value $9,139,712.

    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 93,068 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,072,930.

    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).