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RMR Wealth Builders: MAIN position timeline

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

RMR Wealth Builders held 11,948 MAIN 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 11,948 shares
    Change vs previous 13F -764 shares

    0.04% of the 13F portfolio, value $619,858.

    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 12,712 shares
    Change vs previous 13F -209 shares

    0.05% of the 13F portfolio, value $673,222.

    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 12,921 shares
    Change vs previous 13F -254 shares

    0.06% of the 13F portfolio, value $780,312.

    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 13,175 shares
    Change vs previous 13F +27 shares

    0.07% of the 13F portfolio, value $837,771.

    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 13,148 shares
    Change vs previous 13F -1,113 shares

    0.07% of the 13F portfolio, value $777,022.

    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 14,261 shares
    Change vs previous 13F +121 shares

    0.08% of the 13F portfolio, value $806,602.

    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 14,140 shares
    Change vs previous 13F +832 shares

    0.09% of the 13F portfolio, value $828,311.

    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 13,308 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $667,269.

    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).