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Disclosery

RMR Wealth Builders: MDY position timeline

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

RMR Wealth Builders held 13,395 MDY 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 13,395 shares
    Change vs previous 13F -571 shares

    0.59% of the 13F portfolio, value $9,420,940.

    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 13,966 shares
    Change vs previous 13F -429 shares

    0.68% of the 13F portfolio, value $8,613,781.

    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 14,395 shares
    Change vs previous 13F -510 shares

    0.69% of the 13F portfolio, value $8,683,966.

    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 14,905 shares
    Change vs previous 13F +219 shares

    0.74% of the 13F portfolio, value $8,883,793.

    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 14,686 shares
    Change vs previous 13F +323 shares

    0.76% of the 13F portfolio, value $8,319,373.

    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 14,363 shares
    Change vs previous 13F +113 shares

    0.81% of the 13F portfolio, value $7,662,201.

    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 14,250 shares
    Change vs previous 13F +224 shares

    0.84% of the 13F portfolio, value $8,116,282.

    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 14,026 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,989,897.

    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).