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Disclosery

RMR Wealth Builders: COST position timeline

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

RMR Wealth Builders held 7,424 COST 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 7,424 shares
    Change vs previous 13F +1,237 shares

    0.43% of the 13F portfolio, value $6,944,729.

    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 6,187 shares
    Change vs previous 13F +350 shares

    0.49% of the 13F portfolio, value $6,165,195.

    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 5,837 shares
    Change vs previous 13F +678 shares

    0.4% of the 13F portfolio, value $5,033,269.

    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 5,159 shares
    Change vs previous 13F +290 shares

    0.4% of the 13F portfolio, value $4,775,692.

    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 4,869 shares
    Change vs previous 13F +75 shares

    0.44% of the 13F portfolio, value $4,820,161.

    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 4,794 shares
    Change vs previous 13F +8 shares

    0.48% of the 13F portfolio, value $4,534,322.

    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 4,786 shares
    Change vs previous 13F +78 shares

    0.45% of the 13F portfolio, value $4,385,639.

    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 4,708 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,173,566.

    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).