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Disclosery

RMR Wealth Builders: IWM position timeline

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

RMR Wealth Builders held 10,238 IWM 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 10,238 shares
    Change vs previous 13F -2,184 shares

    0.19% of the 13F portfolio, value $3,075,960.

    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 12,422 shares
    Change vs previous 13F -17,045 shares

    0.24% of the 13F portfolio, value $3,080,779.

    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 29,467 shares
    Change vs previous 13F -7,557 shares

    0.58% of the 13F portfolio, value $7,253,559.

    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 37,024 shares
    Change vs previous 13F +152 shares

    0.75% of the 13F portfolio, value $8,958,218.

    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 36,872 shares
    Change vs previous 13F +268 shares

    0.72% of the 13F portfolio, value $7,956,696.

    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 36,604 shares
    Change vs previous 13F -2,656 shares

    0.77% of the 13F portfolio, value $7,302,180.

    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 39,260 shares
    Change vs previous 13F +136 shares

    0.9% of the 13F portfolio, value $8,674,802.

    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 39,124 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,642,172.

    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).