Skip to content
Disclosery

RMR Wealth Builders: IEFA position timeline

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

RMR Wealth Builders held 753,130 IEFA 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 753,130 shares
    Change vs previous 13F +58,655 shares

    4.52% of the 13F portfolio, value $72,737,248.

    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 694,475 shares
    Change vs previous 13F +43,675 shares

    4.95% of the 13F portfolio, value $62,870,841.

    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 650,800 shares
    Change vs previous 13F +46,318 shares

    4.66% of the 13F portfolio, value $58,220,561.

    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 604,482 shares
    Change vs previous 13F +28,098 shares

    4.42% of the 13F portfolio, value $52,777,298.

    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 576,384 shares
    Change vs previous 13F +29,799 shares

    4.37% of the 13F portfolio, value $48,116,539.

    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 546,585 shares
    Change vs previous 13F +12,245 shares

    4.35% of the 13F portfolio, value $41,349,177.

    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 534,340 shares
    Change vs previous 13F +46,766 shares

    3.88% of the 13F portfolio, value $37,553,382.

    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 487,574 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $38,055,173.

    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).