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Disclosery

RMR Wealth Builders: IBM position timeline

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

RMR Wealth Builders held 17,337 IBM 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 17,337 shares
    Change vs previous 13F +3,866 shares

    0.3% of the 13F portfolio, value $4,875,244.

    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 13,471 shares
    Change vs previous 13F +1,830 shares

    0.26% of the 13F portfolio, value $3,265,169.

    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 11,641 shares
    Change vs previous 13F +785 shares

    0.28% of the 13F portfolio, value $3,448,153.

    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 10,856 shares
    Change vs previous 13F +810 shares

    0.26% of the 13F portfolio, value $3,063,215.

    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 10,046 shares
    Change vs previous 13F +1,694 shares

    0.27% of the 13F portfolio, value $2,961,231.

    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 8,352 shares
    Change vs previous 13F +263 shares

    0.22% of the 13F portfolio, value $2,076,761.

    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 8,089 shares
    Change vs previous 13F +5,663 shares

    0.18% of the 13F portfolio, value $1,778,158.

    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 2,426 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $536,250.

    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).