Skip to content
Disclosery

RMR Wealth Builders: SCHA position timeline

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

RMR Wealth Builders held 11,055 SCHA 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 11,055 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $399,435.

    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 11,052 shares
    Change vs previous 13F -789 shares

    0.03% of the 13F portfolio, value $321,399.

    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 11,841 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $337,236.

    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 11,829 shares
    Change vs previous 13F -1,488 shares

    0.03% of the 13F portfolio, value $330,030.

    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 13,317 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $336,931.

    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).