Skip to content
Disclosery

RMR Wealth Builders: KEYS position timeline

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

RMR Wealth Builders held 2,229 KEYS 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 2,229 shares
    Change vs previous 13F -300 shares

    0.05% of the 13F portfolio, value $780,306.

    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 2,529 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $714,114.

    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 2,517 shares
    Change vs previous 13F -20 shares

    0.04% of the 13F portfolio, value $511,429.

    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 2,537 shares
    Change vs previous 13F +168 shares

    0.04% of the 13F portfolio, value $443,772.

    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 2,369 shares
    Change vs previous 13F -177 shares

    0.04% of the 13F portfolio, value $388,184.

    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 2,546 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $381,314.

    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 2,593 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $416,514.

    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 2,523 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $400,980.

    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).