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Disclosery

RMR Wealth Builders: CME position timeline

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

RMR Wealth Builders held 17,775 CME 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 17,775 shares
    Change vs previous 13F +12,175 shares

    0.24% of the 13F portfolio, value $3,925,162.

    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 5,600 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $1,653,960.

    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 5,598 shares
    Change vs previous 13F -1,085 shares

    0.12% of the 13F portfolio, value $1,528,702.

    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 6,683 shares
    Change vs previous 13F +151 shares

    0.15% of the 13F portfolio, value $1,805,680.

    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 6,532 shares
    Change vs previous 13F +28 shares

    0.16% of the 13F portfolio, value $1,800,350.

    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 6,504 shares
    Change vs previous 13F +12 shares

    0.18% of the 13F portfolio, value $1,725,446.

    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 6,492 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,507,637.

    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 6,492 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,432,460.

    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).