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Disclosery

RMR Wealth Builders: DGRS position timeline

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

RMR Wealth Builders held 6,167 DGRS 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 6,167 shares
    Change vs previous 13F -165 shares

    0.02% of the 13F portfolio, value $366,064.

    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 6,332 shares
    Change vs previous 13F -567 shares

    0.03% of the 13F portfolio, value $335,342.

    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 6,899 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $342,321.

    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 6,856 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $342,652.

    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 6,888 shares
    Change vs previous 13F +611 shares

    0.03% of the 13F portfolio, value $320,642.

    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 6,277 shares
    Change vs previous 13F +48 shares

    0.03% of the 13F portfolio, value $291,862.

    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 6,229 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $319,129.

    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 6,194 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $319,163.

    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).