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)
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WEALTH MANAGEMENT RESOURCES, INC. has filed 44 SEC EDGAR filings since 12 Mar 2002

Latest Filings

Recent SEC filings for WEALTH MANAGEMENT RESOURCES, INC. including 13F-HR, N-PX, X-17A-5 and more.

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

About this filer

WEALTH MANAGEMENT RESOURCES, INC. files with the SEC under CIK 0001063516. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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