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Disclosery

RMR Wealth Builders: QQQ position timeline

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

RMR Wealth Builders held 13,336 QQQ 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 13,336 shares
    Change vs previous 13F +1,057 shares

    0.61% of the 13F portfolio, value $9,820,845.

    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 12,279 shares
    Change vs previous 13F -308 shares

    0.56% of the 13F portfolio, value $7,086,946.

    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 12,587 shares
    Change vs previous 13F +366 shares

    0.62% of the 13F portfolio, value $7,732,194.

    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 12,221 shares
    Change vs previous 13F +1,004 shares

    0.61% of the 13F portfolio, value $7,337,209.

    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 11,217 shares
    Change vs previous 13F +363 shares

    0.56% of the 13F portfolio, value $6,187,874.

    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 10,854 shares
    Change vs previous 13F -592 shares

    0.54% of the 13F portfolio, value $5,089,443.

    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 11,446 shares
    Change vs previous 13F +131 shares

    0.6% of the 13F portfolio, value $5,851,784.

    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 11,315 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,522,370.

    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).