Skip to content
Disclosery

RMR Wealth Builders: IJH position timeline

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

RMR Wealth Builders held 1,153,024 IJH 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 1,153,024 shares
    Change vs previous 13F +43,599 shares

    5.52% of the 13F portfolio, value $88,909,654.

    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 1,109,425 shares
    Change vs previous 13F -25,087 shares

    5.9% of the 13F portfolio, value $74,919,442.

    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 1,134,512 shares
    Change vs previous 13F -316,398 shares

    5.99% of the 13F portfolio, value $74,877,768.

    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 1,450,910 shares
    Change vs previous 13F +69,741 shares

    7.92% of the 13F portfolio, value $94,686,395.

    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 1,381,169 shares
    Change vs previous 13F +66,072 shares

    7.79% of the 13F portfolio, value $85,660,087.

    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 1,315,097 shares
    Change vs previous 13F +99,738 shares

    8.08% of the 13F portfolio, value $76,735,889.

    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 1,215,359 shares
    Change vs previous 13F +70,632 shares

    7.83% of the 13F portfolio, value $75,729,021.

    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 1,144,727 shares
    Change vs previous 13F not available

    7.56% of the 13F portfolio, value $71,339,363.

    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).