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Disclosery

RMR Wealth Builders: ICE position timeline

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

RMR Wealth Builders held 4,319 ICE 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 4,319 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $531,712.

    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 4,306 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $677,248.

    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 4,313 shares
    Change vs previous 13F -354 shares

    0.06% of the 13F portfolio, value $698,533.

    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 4,667 shares
    Change vs previous 13F -1,668 shares

    0.07% of the 13F portfolio, value $786,296.

    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 6,335 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $1,162,282.

    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 6,345 shares
    Change vs previous 13F -281 shares

    0.12% of the 13F portfolio, value $1,094,521.

    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 6,626 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $987,355.

    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 6,626 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,064,416.

    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).