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Disclosery

RMR Wealth Builders: HD position timeline

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

RMR Wealth Builders held 18,582 HD 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 18,582 shares
    Change vs previous 13F +3,482 shares

    0.41% of the 13F portfolio, value $6,553,419.

    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 15,100 shares
    Change vs previous 13F +1,721 shares

    0.39% of the 13F portfolio, value $4,966,380.

    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 13,379 shares
    Change vs previous 13F +491 shares

    0.37% of the 13F portfolio, value $4,603,777.

    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 12,888 shares
    Change vs previous 13F +149 shares

    0.44% of the 13F portfolio, value $5,222,180.

    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 12,739 shares
    Change vs previous 13F +647 shares

    0.42% of the 13F portfolio, value $4,670,575.

    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 12,092 shares
    Change vs previous 13F +663 shares

    0.47% of the 13F portfolio, value $4,431,718.

    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 11,429 shares
    Change vs previous 13F +246 shares

    0.46% of the 13F portfolio, value $4,445,593.

    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 11,183 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,531,500.

    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).