Skip to content
Disclosery

RMR Wealth Builders: SHV position timeline

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

RMR Wealth Builders held 2,875 SHV 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 2,875 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $317,242.

    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 2,478 shares
    Change vs previous 13F +93 shares

    0.02% of the 13F portfolio, value $273,546.

    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 2,385 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $262,661.

    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 2,405 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $265,719.

    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 2,398 shares
    Change vs previous 13F -238 shares

    0.02% of the 13F portfolio, value $264,807.

    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 2,636 shares
    Change vs previous 13F -237 shares

    0.03% of the 13F portfolio, value $291,219.

    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 2,873 shares
    Change vs previous 13F -919 shares

    0.03% of the 13F portfolio, value $316,297.

    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 3,792 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $419,472.

    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).