WEALTH MANAGEMENT RESOURCES, INC. SEC EDGAR Filings (CIK 0001063516)

SEC EDGAR filings, ownership reports, and insider transactions for WEALTH MANAGEMENT RESOURCES, INC..

Business address
28 Cedar Swamp Road, Suite One, Smithfield, RI, 02917
Top securities (13F)
SPHQ, FBND, SPYG, IEF, SCHD, SCHF, IHDG, ISTB, USMV, SMMV, XSOE, SPMD, SCHH, SPLG, VTV, MUB, SPSM, FLOT, PDBC, and HYMB
State of incorporation
RI
Fiscal year end
31 December
Former names
WEALTH MANAGEMENT RESOURCES INC /BD (to 12 Mar 2002)
⭐ Add to watchlist ⭐
WEALTH MANAGEMENT RESOURCES, INC. has filed 44 SEC EDGAR filings since 12 Mar 2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 16 Oct 2025 30 Sep 2025 028-21750
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-21750
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-21750
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-21750
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-21750
13F-HR Open Document Open Filing 31 Oct 2024 30 Sep 2024 028-21750
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-21750
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-21750
13F-HR Open Document Open Filing 19 Apr 2024 31 Mar 2024 028-21750
13F-HR Open Document Open Filing 19 Jan 2024 31 Dec 2023 028-21750
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-21750
13F-HR Open Document Open Filing 12 Jul 2023 30 Jun 2023 028-21750
13F-HR Open Document Open Filing 11 Apr 2023 31 Mar 2023 028-21750
X-17A-5 Open Document Open Filing 27 Feb 2023 31 Dec 2022 008-51061
13F-HR Open Document Open Filing 18 Jan 2023 31 Dec 2022 028-21750
13F-HR Open Document Open Filing 14 Oct 2022 30 Sep 2022 028-21750
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-21750
13F-HR Open Document Open Filing 20 Apr 2022 31 Mar 2022 028-21750
X-17A-5 Open Document Open Filing 24 Feb 2022 31 Dec 2021 008-51061
13F-HR Open Document Open Filing 10 Feb 2022 31 Dec 2021 028-21750
X-17A-5 Open Document Open Filing 01 Mar 2021 31 Dec 2020 008-51061
X-17A-5 Open Document Open Filing 27 Feb 2020 31 Dec 2019 008-51061
X-17A-5 Open Document Open Filing 27 Feb 2019 31 Dec 2018 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2018 31 Dec 2017 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 08 Mar 2017 31 Dec 2016 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 25 Feb 2016 31 Dec 2015 008-51061
X-17A-5/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 18 Mar 2015 31 Dec 2014 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2015 31 Dec 2014 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Feb 2014 31 Dec 2013 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2013 31 Dec 2012 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2012 31 Dec 2011 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 25 Feb 2011 31 Dec 2010 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Feb 2010 31 Dec 2009 008-51061