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Disclosery

RMR Wealth Builders: OEF position timeline

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

RMR Wealth Builders held 9,202 OEF 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 9,202 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $3,366,558.

    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 9,176 shares
    Change vs previous 13F +26 shares

    0.23% of the 13F portfolio, value $2,918,690.

    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 9,150 shares
    Change vs previous 13F +23 shares

    0.25% of the 13F portfolio, value $3,138,158.

    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 9,127 shares
    Change vs previous 13F +29 shares

    0.25% of the 13F portfolio, value $3,037,897.

    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 9,098 shares
    Change vs previous 13F +14 shares

    0.25% of the 13F portfolio, value $2,769,005.

    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 9,084 shares
    Change vs previous 13F -29 shares

    0.26% of the 13F portfolio, value $2,460,183.

    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 9,113 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,632,384.

    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).