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Disclosery

RMR Wealth Builders: DIVB position timeline

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

RMR Wealth Builders held 5,469 DIVB 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 5,469 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $336,868.

    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 5,477 shares
    Change vs previous 13F +1,196 shares

    0.02% of the 13F portfolio, value $295,487.

    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 4,281 shares
    Change vs previous 13F -951 shares

    0.02% of the 13F portfolio, value $227,557.

    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 5,232 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $273,397.

    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 5,567 shares
    Change vs previous 13F -171 shares

    0.03% of the 13F portfolio, value $280,120.

    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 5,738 shares
    Change vs previous 13F -394 shares

    0.03% of the 13F portfolio, value $278,429.

    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 6,132 shares
    Change vs previous 13F +29 shares

    0.03% of the 13F portfolio, value $290,639.

    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 6,103 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $295,690.

    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).