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Disclosery

RMR Wealth Builders: MSFT position timeline

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

RMR Wealth Builders held 57,470 MSFT 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 57,470 shares
    Change vs previous 13F +3,841 shares

    1.33% of the 13F portfolio, value $21,437,570.

    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 53,629 shares
    Change vs previous 13F +2,368 shares

    1.56% of the 13F portfolio, value $19,851,766.

    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 51,261 shares
    Change vs previous 13F +1,053 shares

    1.98% of the 13F portfolio, value $24,790,900.

    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 50,208 shares
    Change vs previous 13F -622 shares

    2.18% of the 13F portfolio, value $26,005,462.

    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 50,830 shares
    Change vs previous 13F +1,977 shares

    2.3% of the 13F portfolio, value $25,283,464.

    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 48,853 shares
    Change vs previous 13F -805 shares

    1.93% of the 13F portfolio, value $18,338,925.

    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 49,658 shares
    Change vs previous 13F +1,739 shares

    2.16% of the 13F portfolio, value $20,931,016.

    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 47,919 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $20,619,561.

    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).