Skip to content
Disclosery

RMR Wealth Builders: EFA position timeline

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

RMR Wealth Builders held 63,908 EFA 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 63,908 shares
    Change vs previous 13F +605 shares

    0.41% of the 13F portfolio, value $6,638,744.

    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 63,303 shares
    Change vs previous 13F +1,746 shares

    0.48% of the 13F portfolio, value $6,148,579.

    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 61,557 shares
    Change vs previous 13F +274 shares

    0.47% of the 13F portfolio, value $5,911,292.

    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 61,283 shares
    Change vs previous 13F +275 shares

    0.48% of the 13F portfolio, value $5,721,964.

    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 61,008 shares
    Change vs previous 13F +66 shares

    0.5% of the 13F portfolio, value $5,453,534.

    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 60,942 shares
    Change vs previous 13F -2,370 shares

    0.52% of the 13F portfolio, value $4,980,819.

    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 63,312 shares
    Change vs previous 13F +1,424 shares

    0.49% of the 13F portfolio, value $4,787,049.

    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 61,888 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,175,677.

    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).