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Disclosery

RMR Wealth Builders: BX position timeline

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

RMR Wealth Builders held 9,901 BX 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 9,901 shares
    Change vs previous 13F -21,388 shares

    0.07% of the 13F portfolio, value $1,165,097.

    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 31,289 shares
    Change vs previous 13F +9,169 shares

    0.28% of the 13F portfolio, value $3,597,865.

    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 22,120 shares
    Change vs previous 13F -341 shares

    0.27% of the 13F portfolio, value $3,409,515.

    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 22,461 shares
    Change vs previous 13F -764 shares

    0.32% of the 13F portfolio, value $3,837,458.

    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 23,225 shares
    Change vs previous 13F +3,202 shares

    0.32% of the 13F portfolio, value $3,474,059.

    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 20,023 shares
    Change vs previous 13F +1,752 shares

    0.29% of the 13F portfolio, value $2,798,761.

    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 18,271 shares
    Change vs previous 13F +8,371 shares

    0.33% of the 13F portfolio, value $3,150,290.

    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 9,900 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,515,959.

    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).