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Disclosery

RMR Wealth Builders: HYS position timeline

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

RMR Wealth Builders held 227,955 HYS 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 227,955 shares
    Change vs previous 13F +23,047 shares

    1.32% of the 13F portfolio, value $21,318,351.

    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 204,908 shares
    Change vs previous 13F +16,045 shares

    1.5% of the 13F portfolio, value $19,111,757.

    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 188,863 shares
    Change vs previous 13F +14,105 shares

    1.43% of the 13F portfolio, value $17,907,954.

    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 174,758 shares
    Change vs previous 13F +15,143 shares

    1.4% of the 13F portfolio, value $16,720,876.

    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 159,615 shares
    Change vs previous 13F +10,831 shares

    1.38% of the 13F portfolio, value $15,165,031.

    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 148,784 shares
    Change vs previous 13F +6,438 shares

    1.47% of the 13F portfolio, value $13,935,129.

    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 142,346 shares
    Change vs previous 13F +15,528 shares

    1.38% of the 13F portfolio, value $13,334,947.

    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 126,818 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $12,111,105.

    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).