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Disclosery

RMR Wealth Builders: SPDW position timeline

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

RMR Wealth Builders held 15,517 SPDW 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 15,517 shares
    Change vs previous 13F +201 shares

    0.05% of the 13F portfolio, value $781,885.

    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 15,316 shares
    Change vs previous 13F -920 shares

    0.06% of the 13F portfolio, value $699,157.

    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 16,236 shares
    Change vs previous 13F +262 shares

    0.06% of the 13F portfolio, value $721,046.

    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 15,974 shares
    Change vs previous 13F -3,821 shares

    0.06% of the 13F portfolio, value $683,518.

    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 19,795 shares
    Change vs previous 13F +5,076 shares

    0.07% of the 13F portfolio, value $801,490.

    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 14,719 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $535,914.

    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 14,719 shares
    Change vs previous 13F +3,804 shares

    0.05% of the 13F portfolio, value $502,355.

    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 10,915 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $409,954.

    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).