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Disclosery

RMR Wealth Builders: IJR position timeline

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

RMR Wealth Builders held 13,572 IJR 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 13,572 shares
    Change vs previous 13F -5,280 shares

    0.12% of the 13F portfolio, value $2,012,855.

    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 18,852 shares
    Change vs previous 13F -33,619 shares

    0.18% of the 13F portfolio, value $2,343,519.

    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 52,471 shares
    Change vs previous 13F -201,452 shares

    0.5% of the 13F portfolio, value $6,305,988.

    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 253,923 shares
    Change vs previous 13F +13,212 shares

    2.53% of the 13F portfolio, value $30,173,692.

    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 240,711 shares
    Change vs previous 13F +14,985 shares

    2.39% of the 13F portfolio, value $26,307,316.

    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 225,726 shares
    Change vs previous 13F +23,574 shares

    2.48% of the 13F portfolio, value $23,604,213.

    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 202,152 shares
    Change vs previous 13F +12,246 shares

    2.41% of the 13F portfolio, value $23,291,928.

    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 189,906 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $22,211,390.

    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).