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Disclosery

RMR Wealth Builders: SHOP position timeline

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

RMR Wealth Builders held 7,543 SHOP 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 7,543 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $861,260.

    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 7,522 shares
    Change vs previous 13F -841 shares

    0.07% of the 13F portfolio, value $892,260.

    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 8,363 shares
    Change vs previous 13F -454 shares

    0.11% of the 13F portfolio, value $1,346,192.

    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 8,817 shares
    Change vs previous 13F -1,858 shares

    0.11% of the 13F portfolio, value $1,310,294.

    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 10,675 shares
    Change vs previous 13F +265 shares

    0.11% of the 13F portfolio, value $1,231,361.

    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 10,410 shares
    Change vs previous 13F -436 shares

    0.1% of the 13F portfolio, value $993,947.

    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 10,846 shares
    Change vs previous 13F +305 shares

    0.12% of the 13F portfolio, value $1,153,255.

    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 10,541 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $844,756.

    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).