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Disclosery

RMR Wealth Builders: IWF position timeline

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

RMR Wealth Builders held 397,795 IWF 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 397,795 shares
    Change vs previous 13F +297,818 shares

    3.07% of the 13F portfolio, value $49,394,233.

    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 99,977 shares
    Change vs previous 13F -625 shares

    3.36% of the 13F portfolio, value $42,630,143.

    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 100,602 shares
    Change vs previous 13F -1,694 shares

    3.81% of the 13F portfolio, value $47,614,874.

    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 102,296 shares
    Change vs previous 13F -1,348 shares

    4.01% of the 13F portfolio, value $47,916,475.

    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 103,644 shares
    Change vs previous 13F -416 shares

    4% of the 13F portfolio, value $44,005,091.

    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 104,060 shares
    Change vs previous 13F -3,144 shares

    3.95% of the 13F portfolio, value $37,575,078.

    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 107,204 shares
    Change vs previous 13F -1,800 shares

    4.45% of the 13F portfolio, value $43,051,010.

    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 109,004 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $40,917,834.

    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).