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Disclosery

RMR Wealth Builders: QQQJ position timeline

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

RMR Wealth Builders held 11,109 QQQJ 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 11,109 shares
    Change vs previous 13F -255 shares

    0.03% of the 13F portfolio, value $504,793.

    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 11,364 shares
    Change vs previous 13F -1,954 shares

    0.03% of the 13F portfolio, value $411,487.

    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 13,318 shares
    Change vs previous 13F -2,270 shares

    0.04% of the 13F portfolio, value $490,768.

    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 15,588 shares
    Change vs previous 13F -1,397 shares

    0.05% of the 13F portfolio, value $557,893.

    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 16,985 shares
    Change vs previous 13F -1,646 shares

    0.05% of the 13F portfolio, value $543,167.

    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 18,631 shares
    Change vs previous 13F -2,504 shares

    0.06% of the 13F portfolio, value $540,477.

    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 21,135 shares
    Change vs previous 13F -535 shares

    0.07% of the 13F portfolio, value $652,645.

    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 21,670 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $658,127.

    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).