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Disclosery

RMR Wealth Builders: CB position timeline

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

RMR Wealth Builders held 3,034 CB 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 3,034 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $1,036,588.

    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 3,074 shares
    Change vs previous 13F -615 shares

    0.08% of the 13F portfolio, value $1,005,590.

    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 3,689 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $1,151,341.

    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 3,673 shares
    Change vs previous 13F -1,064 shares

    0.09% of the 13F portfolio, value $1,036,762.

    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 4,737 shares
    Change vs previous 13F +205 shares

    0.13% of the 13F portfolio, value $1,376,748.

    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 4,532 shares
    Change vs previous 13F +49 shares

    0.14% of the 13F portfolio, value $1,372,798.

    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 4,483 shares
    Change vs previous 13F +110 shares

    0.13% of the 13F portfolio, value $1,238,694.

    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 4,373 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,261,091.

    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).