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Disclosery

RMR Wealth Builders: COP position timeline

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

RMR Wealth Builders held 6,044 COP 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 6,044 shares
    Change vs previous 13F -1,665 shares

    0.04% of the 13F portfolio, value $628,291.

    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 7,709 shares
    Change vs previous 13F -1,115 shares

    0.08% of the 13F portfolio, value $1,017,588.

    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 8,824 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $826,015.

    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 8,829 shares
    Change vs previous 13F -2,441 shares

    0.07% of the 13F portfolio, value $835,135.

    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 11,270 shares
    Change vs previous 13F +9,194 shares

    0.09% of the 13F portfolio, value $1,011,370.

    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 2,076 shares
    Change vs previous 13F -312 shares

    0.02% of the 13F portfolio, value $218,022.

    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 2,388 shares
    Change vs previous 13F -279 shares

    0.02% of the 13F portfolio, value $236,818.

    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 2,667 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $280,732.

    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).