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Disclosery

RMR Wealth Builders: FMB position timeline

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

RMR Wealth Builders held 351,741 FMB 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 351,741 shares
    Change vs previous 13F +18,691 shares

    1.12% of the 13F portfolio, value $18,067,935.

    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 333,050 shares
    Change vs previous 13F +17,357 shares

    1.33% of the 13F portfolio, value $16,872,296.

    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 315,693 shares
    Change vs previous 13F -66,572 shares

    1.29% of the 13F portfolio, value $16,142,964.

    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 382,265 shares
    Change vs previous 13F +32,472 shares

    1.62% of the 13F portfolio, value $19,381,436.

    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 349,793 shares
    Change vs previous 13F +21,785 shares

    1.58% of the 13F portfolio, value $17,426,699.

    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 328,008 shares
    Change vs previous 13F +43,804 shares

    1.74% of the 13F portfolio, value $16,538,863.

    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 284,204 shares
    Change vs previous 13F -9 shares

    1.5% of the 13F portfolio, value $14,497,253.

    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 284,213 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $14,767,687.

    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).