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Disclosery

RMR Wealth Builders: PNC position timeline

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

RMR Wealth Builders held 7,093 PNC 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 7,093 shares
    Change vs previous 13F +299 shares

    0.11% of the 13F portfolio, value $1,746,450.

    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 6,794 shares
    Change vs previous 13F -45 shares

    0.11% of the 13F portfolio, value $1,413,672.

    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 6,839 shares
    Change vs previous 13F +569 shares

    0.11% of the 13F portfolio, value $1,427,425.

    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 6,270 shares
    Change vs previous 13F +80 shares

    0.11% of the 13F portfolio, value $1,259,736.

    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 6,190 shares
    Change vs previous 13F +110 shares

    0.1% of the 13F portfolio, value $1,153,880.

    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 6,080 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $1,068,710.

    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 6,076 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $1,171,843.

    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 6,073 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,122,505.

    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).