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Disclosery

RMR Wealth Builders: C position timeline

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

RMR Wealth Builders held 12,409 C 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 12,409 shares
    Change vs previous 13F +327 shares

    0.11% of the 13F portfolio, value $1,736,740.

    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 12,082 shares
    Change vs previous 13F +23 shares

    0.11% of the 13F portfolio, value $1,370,185.

    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 12,059 shares
    Change vs previous 13F -48 shares

    0.11% of the 13F portfolio, value $1,407,145.

    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 12,107 shares
    Change vs previous 13F +417 shares

    0.1% of the 13F portfolio, value $1,228,902.

    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 11,690 shares
    Change vs previous 13F +485 shares

    0.09% of the 13F portfolio, value $995,062.

    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 11,205 shares
    Change vs previous 13F -227 shares

    0.08% of the 13F portfolio, value $795,423.

    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 11,432 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $804,666.

    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 11,592 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $725,659.

    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).