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Disclosery

RMR Wealth Builders: FSMB position timeline

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

RMR Wealth Builders held 1,151,454 FSMB 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 1,151,454 shares
    Change vs previous 13F +74,187 shares

    1.43% of the 13F portfolio, value $23,017,559.

    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 1,077,267 shares
    Change vs previous 13F +54,045 shares

    1.69% of the 13F portfolio, value $21,502,249.

    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 1,023,222 shares
    Change vs previous 13F +79,371 shares

    1.64% of the 13F portfolio, value $20,510,482.

    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 943,851 shares
    Change vs previous 13F +81,683 shares

    1.59% of the 13F portfolio, value $18,952,533.

    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 862,168 shares
    Change vs previous 13F +49,158 shares

    1.56% of the 13F portfolio, value $17,161,452.

    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 813,010 shares
    Change vs previous 13F +100,756 shares

    1.7% of the 13F portfolio, value $16,154,500.

    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 712,254 shares
    Change vs previous 13F +6,133 shares

    1.46% of the 13F portfolio, value $14,131,119.

    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 706,121 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $14,129,484.

    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).