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Disclosery

RMR Wealth Builders: AMT position timeline

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

RMR Wealth Builders held 8,447 AMT 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 8,447 shares
    Change vs previous 13F -9,565 shares

    0.09% of the 13F portfolio, value $1,381,726.

    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 18,012 shares
    Change vs previous 13F +4,848 shares

    0.24% of the 13F portfolio, value $3,108,527.

    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 13,164 shares
    Change vs previous 13F +930 shares

    0.18% of the 13F portfolio, value $2,311,123.

    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 12,234 shares
    Change vs previous 13F +1,513 shares

    0.2% of the 13F portfolio, value $2,352,763.

    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 10,721 shares
    Change vs previous 13F +465 shares

    0.22% of the 13F portfolio, value $2,369,665.

    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 10,256 shares
    Change vs previous 13F +1,258 shares

    0.23% of the 13F portfolio, value $2,231,617.

    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 8,998 shares
    Change vs previous 13F +1,008 shares

    0.17% of the 13F portfolio, value $1,650,317.

    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 7,990 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,858,123.

    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).