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Disclosery

RMR Wealth Builders: PVAL position timeline

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

RMR Wealth Builders held 24,847 PVAL 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 24,847 shares
    Change vs previous 13F +61 shares

    0.08% of the 13F portfolio, value $1,265,972.

    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 24,786 shares
    Change vs previous 13F +171 shares

    0.09% of the 13F portfolio, value $1,150,048.

    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 24,615 shares
    Change vs previous 13F +7,416 shares

    0.09% of the 13F portfolio, value $1,121,684.

    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 17,199 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $734,741.

    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).