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Disclosery

RMR Wealth Builders: CRM position timeline

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

RMR Wealth Builders held 9,173 CRM 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 9,173 shares
    Change vs previous 13F -5,408 shares

    0.09% of the 13F portfolio, value $1,438,343.

    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 14,581 shares
    Change vs previous 13F +4,061 shares

    0.21% of the 13F portfolio, value $2,721,882.

    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 10,520 shares
    Change vs previous 13F +2,431 shares

    0.22% of the 13F portfolio, value $2,786,774.

    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 8,089 shares
    Change vs previous 13F -1,421 shares

    0.16% of the 13F portfolio, value $1,917,076.

    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 9,510 shares
    Change vs previous 13F +677 shares

    0.24% of the 13F portfolio, value $2,593,247.

    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 8,833 shares
    Change vs previous 13F +623 shares

    0.25% of the 13F portfolio, value $2,370,413.

    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 8,210 shares
    Change vs previous 13F +440 shares

    0.28% of the 13F portfolio, value $2,744,897.

    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 7,770 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,126,771.

    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).