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Disclosery

RMR Wealth Builders: META position timeline

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

RMR Wealth Builders held 16,315 META 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 16,315 shares
    Change vs previous 13F +2,261 shares

    0.57% of the 13F portfolio, value $9,189,858.

    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 14,054 shares
    Change vs previous 13F +570 shares

    0.63% of the 13F portfolio, value $8,040,945.

    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 13,484 shares
    Change vs previous 13F +657 shares

    0.71% of the 13F portfolio, value $8,900,858.

    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 12,827 shares
    Change vs previous 13F +795 shares

    0.79% of the 13F portfolio, value $9,419,632.

    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 12,032 shares
    Change vs previous 13F +297 shares

    0.81% of the 13F portfolio, value $8,881,055.

    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 11,735 shares
    Change vs previous 13F -95 shares

    0.71% of the 13F portfolio, value $6,763,545.

    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 11,830 shares
    Change vs previous 13F +556 shares

    0.72% of the 13F portfolio, value $6,926,868.

    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 11,274 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,453,436.

    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).