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Disclosery

RMR Wealth Builders: PG position timeline

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

RMR Wealth Builders held 6,511 PG 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 6,511 shares
    Change vs previous 13F +1,744 shares

    0.06% of the 13F portfolio, value $954,731.

    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 4,767 shares
    Change vs previous 13F -12,909 shares

    0.05% of the 13F portfolio, value $688,537.

    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 17,676 shares
    Change vs previous 13F +1,421 shares

    0.2% of the 13F portfolio, value $2,533,143.

    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 16,255 shares
    Change vs previous 13F -70 shares

    0.21% of the 13F portfolio, value $2,497,656.

    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 16,325 shares
    Change vs previous 13F +1,895 shares

    0.24% of the 13F portfolio, value $2,600,911.

    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 14,430 shares
    Change vs previous 13F +1,346 shares

    0.26% of the 13F portfolio, value $2,459,182.

    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 13,084 shares
    Change vs previous 13F +909 shares

    0.23% of the 13F portfolio, value $2,193,455.

    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 12,175 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,108,674.

    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).