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Disclosery

RMR Wealth Builders: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RMR Wealth Builders on AAPL, newest first. How the timeline and the estimate are built.

RMR Wealth Builders held 158,266 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,266 shares
    Change vs previous 13F +4,195 shares

    2.84% of the 13F portfolio, value $45,795,901.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 154,071 shares
    Change vs previous 13F +21,548 shares

    3.08% of the 13F portfolio, value $39,101,610.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 132,523 shares
    Change vs previous 13F +5,706 shares

    2.88% of the 13F portfolio, value $36,027,802.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 126,817 shares
    Change vs previous 13F -497 shares

    2.7% of the 13F portfolio, value $32,291,367.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 127,314 shares
    Change vs previous 13F +6,925 shares

    2.37% of the 13F portfolio, value $26,121,024.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 120,389 shares
    Change vs previous 13F +1,127 shares

    2.81% of the 13F portfolio, value $26,741,933.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 119,262 shares
    Change vs previous 13F +786 shares

    3.09% of the 13F portfolio, value $29,865,512.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 118,476 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $27,604,945.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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