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Disclosery

RMR Wealth Builders: PECO position timeline

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

RMR Wealth Builders held 19,378 PECO 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 19,378 shares
    Change vs previous 13F -1,740 shares

    0.05% of the 13F portfolio, value $808,614.

    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 21,118 shares
    Change vs previous 13F -151 shares

    0.06% of the 13F portfolio, value $790,220.

    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 21,269 shares
    Change vs previous 13F -13,223 shares

    0.06% of the 13F portfolio, value $756,546.

    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 34,492 shares
    Change vs previous 13F -15,348 shares

    0.1% of the 13F portfolio, value $1,187,904.

    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 49,840 shares
    Change vs previous 13F +2,113 shares

    0.16% of the 13F portfolio, value $1,750,992.

    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 47,727 shares
    Change vs previous 13F -1,866 shares

    0.18% of the 13F portfolio, value $1,746,434.

    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 49,593 shares
    Change vs previous 13F -11,660 shares

    0.19% of the 13F portfolio, value $1,857,750.

    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 61,253 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,316,112.

    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).