Skip to content
Disclosery

RMR Wealth Builders: IWD position timeline

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

RMR Wealth Builders held 136,510 IWD 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 136,510 shares
    Change vs previous 13F -674 shares

    2.06% of the 13F portfolio, value $33,094,048.

    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 137,184 shares
    Change vs previous 13F -1,264 shares

    2.31% of the 13F portfolio, value $29,312,125.

    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 138,448 shares
    Change vs previous 13F -900 shares

    2.33% of the 13F portfolio, value $29,121,067.

    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 139,348 shares
    Change vs previous 13F +1,454 shares

    2.37% of the 13F portfolio, value $28,369,792.

    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 137,894 shares
    Change vs previous 13F +1,543 shares

    2.43% of the 13F portfolio, value $26,783,066.

    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 136,351 shares
    Change vs previous 13F -1,067 shares

    2.7% of the 13F portfolio, value $25,655,880.

    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 137,418 shares
    Change vs previous 13F +1,940 shares

    2.63% of the 13F portfolio, value $25,440,194.

    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 135,478 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $25,713,691.

    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).