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Disclosery

RMR Wealth Builders: CEG position timeline

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

RMR Wealth Builders held 17,172 CEG 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 17,172 shares
    Change vs previous 13F +4,462 shares

    0.26% of the 13F portfolio, value $4,265,086.

    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 12,710 shares
    Change vs previous 13F +1,017 shares

    0.28% of the 13F portfolio, value $3,549,280.

    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 11,693 shares
    Change vs previous 13F +787 shares

    0.33% of the 13F portfolio, value $4,130,676.

    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 10,906 shares
    Change vs previous 13F -33 shares

    0.3% of the 13F portfolio, value $3,588,972.

    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 10,939 shares
    Change vs previous 13F -14 shares

    0.32% of the 13F portfolio, value $3,530,627.

    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 10,953 shares
    Change vs previous 13F +492 shares

    0.23% of the 13F portfolio, value $2,208,448.

    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 10,461 shares
    Change vs previous 13F +333 shares

    0.24% of the 13F portfolio, value $2,340,213.

    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 10,128 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,633,387.

    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).