WEALTH MANAGEMENT RESOURCES, INC. historic quarter change: Foreign Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, WEALTH MANAGEMENT RESOURCES, INC. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1063516), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ENCOMPASS WEALTH ADVISORS, LLC | United States | $0.287B | 100 |
| Extract Advisors LLC | United States | $0.287B | 32 |
| PSquared Asset Management AG | Switzerland | $0.287B | 15 |
| LAZARI CAPITAL MANAGEMENT, INC. | United States | $0.287B | 175 |
| Forza Wealth Management, LLC | United States | $0.287B | 188 |
| GoodHaven Capital Management, LLC | United States | $0.287B | 26 |
| Horizon Investment Services, LLC | United States | $0.288B | 137 |
| Marnell Management LLC | United States | $0.288B | 72 |
| Shaker Financial Services, LLC | United States | $0.287B | 145 |
| IAMS WEALTH MANAGEMENT, LLC | United States | $0.287B | 186 |