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Disclosery

RMR Wealth Builders: MUB position timeline

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

RMR Wealth Builders held 162,583 MUB 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 162,583 shares
    Change vs previous 13F +10,346 shares

    1.09% of the 13F portfolio, value $17,497,220.

    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 152,237 shares
    Change vs previous 13F +8,186 shares

    1.27% of the 13F portfolio, value $16,159,927.

    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 144,051 shares
    Change vs previous 13F -37,989 shares

    1.23% of the 13F portfolio, value $15,429,346.

    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 182,040 shares
    Change vs previous 13F +10,573 shares

    1.62% of the 13F portfolio, value $19,385,388.

    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 171,467 shares
    Change vs previous 13F +9,186 shares

    1.63% of the 13F portfolio, value $17,914,827.

    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 162,281 shares
    Change vs previous 13F +19,796 shares

    1.8% of the 13F portfolio, value $17,110,876.

    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 142,485 shares
    Change vs previous 13F -7,827 shares

    1.57% of the 13F portfolio, value $15,181,767.

    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 150,312 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $16,328,417.

    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).