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PENSION & WEALTH MANAGEMENT ADVISORS, INC.: RMR position timeline

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6 RMR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $123.

    13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 6 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $93.

    13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 15 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224.

    13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).