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Disclosery

RMR Wealth Builders: SHYD position timeline

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

RMR Wealth Builders held 59,951 SHYD 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 59,951 shares
    Change vs previous 13F +3,201 shares

    0.09% of the 13F portfolio, value $1,372,874.

    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 56,750 shares
    Change vs previous 13F +12,626 shares

    0.1% of the 13F portfolio, value $1,285,954.

    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 44,124 shares
    Change vs previous 13F +3,574 shares

    0.08% of the 13F portfolio, value $1,010,888.

    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 40,550 shares
    Change vs previous 13F +1,956 shares

    0.08% of the 13F portfolio, value $928,594.

    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 38,594 shares
    Change vs previous 13F +73 shares

    0.08% of the 13F portfolio, value $871,796.

    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 38,521 shares
    Change vs previous 13F -7,196 shares

    0.09% of the 13F portfolio, value $866,326.

    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 45,717 shares
    Change vs previous 13F +2,899 shares

    0.11% of the 13F portfolio, value $1,027,709.

    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 42,818 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $972,820.

    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).