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Disclosery

RMR Wealth Builders: SHY position timeline

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

RMR Wealth Builders held 27,942 SHY 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 27,942 shares
    Change vs previous 13F +17 shares

    0.14% of the 13F portfolio, value $2,294,289.

    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 27,925 shares
    Change vs previous 13F -881 shares

    0.18% of the 13F portfolio, value $2,305,789.

    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 28,806 shares
    Change vs previous 13F +364 shares

    0.19% of the 13F portfolio, value $2,385,717.

    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 28,442 shares
    Change vs previous 13F -1,059 shares

    0.2% of the 13F portfolio, value $2,359,531.

    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 29,501 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $2,444,477.

    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 29,499 shares
    Change vs previous 13F -488 shares

    0.26% of the 13F portfolio, value $2,440,432.

    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 29,987 shares
    Change vs previous 13F -122 shares

    0.25% of the 13F portfolio, value $2,458,343.

    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 30,109 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,503,539.

    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).