Skip to content
Disclosery

RMR Wealth Builders: COIN position timeline

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

RMR Wealth Builders held 2,345 COIN 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 2,345 shares
    Change vs previous 13F +261 shares

    0.02% of the 13F portfolio, value $342,856.

    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 2,084 shares
    Change vs previous 13F +273 shares

    0.03% of the 13F portfolio, value $363,942.

    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 1,811 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $409,610.

    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 1,821 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $614,675.

    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 1,726 shares
    Change vs previous 13F +107 shares

    0.05% of the 13F portfolio, value $605,055.

    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 1,619 shares
    Change vs previous 13F +176 shares

    0.03% of the 13F portfolio, value $278,910.

    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 1,443 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $358,397.

    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 1,447 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,884.

    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).