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Disclosery

RMR Wealth Builders: BLK position timeline

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

RMR Wealth Builders held 1,747 BLK 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 1,747 shares
    Change vs previous 13F -8 shares

    0.1% of the 13F portfolio, value $1,679,986.

    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 1,755 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $1,687,904.

    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 1,734 shares
    Change vs previous 13F -416 shares

    0.15% of the 13F portfolio, value $1,856,061.

    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 2,150 shares
    Change vs previous 13F +60 shares

    0.21% of the 13F portfolio, value $2,506,668.

    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 2,090 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $2,192,933.

    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 2,087 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $1,975,325.

    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 2,084 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,136,364.

    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).