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Disclosery

RMR Wealth Builders: IWR position timeline

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

RMR Wealth Builders held 12,984 IWR 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 12,984 shares
    Change vs previous 13F -798 shares

    0.09% of the 13F portfolio, value $1,432,373.

    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 13,782 shares
    Change vs previous 13F -411 shares

    0.11% of the 13F portfolio, value $1,340,070.

    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 14,193 shares
    Change vs previous 13F -213 shares

    0.11% of the 13F portfolio, value $1,366,372.

    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 14,406 shares
    Change vs previous 13F +613 shares

    0.12% of the 13F portfolio, value $1,390,890.

    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 13,793 shares
    Change vs previous 13F +833 shares

    0.12% of the 13F portfolio, value $1,268,573.

    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 12,960 shares
    Change vs previous 13F -82 shares

    0.12% of the 13F portfolio, value $1,102,512.

    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 13,042 shares
    Change vs previous 13F -467 shares

    0.12% of the 13F portfolio, value $1,152,930.

    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 13,509 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,190,697.

    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).