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Disclosery

RMR Wealth Builders: FLRN position timeline

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

RMR Wealth Builders held 0 FLRN shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,273 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11,273 shares
    Change vs previous 13F -818 shares

    0.03% of the 13F portfolio, value $346,419.

    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).

  3. period ended2025-09-30
    13F 12,091 shares
    Change vs previous 13F +3,966 shares

    0.03% of the 13F portfolio, value $373,139.

    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).

  4. period ended2025-06-30
    13F 8,125 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $250,494.

    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).

  5. period ended2025-03-31
    13F 8,125 shares
    Change vs previous 13F -1,530 shares

    0.03% of the 13F portfolio, value $250,413.

    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).

  6. period ended2024-12-31
    13F/A 9,655 shares
    Change vs previous 13F -5,124 shares

    0.03% of the 13F portfolio, value $296,698.

    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).

  7. period ended2024-09-30
    13F 14,779 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $455,932.

    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).