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Disclosery

RMR Wealth Builders: HTGC position timeline

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

RMR Wealth Builders held 26,068 HTGC 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 26,068 shares
    Change vs previous 13F +6,507 shares

    0.03% of the 13F portfolio, value $411,099.

    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 19,561 shares
    Change vs previous 13F -680 shares

    0.02% of the 13F portfolio, value $288,917.

    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 20,241 shares
    Change vs previous 13F +179 shares

    0.03% of the 13F portfolio, value $380,943.

    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 20,062 shares
    Change vs previous 13F +407 shares

    0.03% of the 13F portfolio, value $379,369.

    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 19,655 shares
    Change vs previous 13F +423 shares

    0.03% of the 13F portfolio, value $359,293.

    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 19,232 shares
    Change vs previous 13F +148 shares

    0.04% of the 13F portfolio, value $369,451.

    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 19,084 shares
    Change vs previous 13F +385 shares

    0.04% of the 13F portfolio, value $383,402.

    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 18,699 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $367,247.

    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).