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Disclosery

RMR Wealth Builders: SPY position timeline

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

RMR Wealth Builders held 17,544 SPY 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 17,544 shares
    Change vs previous 13F +58 shares

    0.81% of the 13F portfolio, value $13,101,432.

    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 17,486 shares
    Change vs previous 13F -82 shares

    0.9% of the 13F portfolio, value $11,371,879.

    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 17,568 shares
    Change vs previous 13F +1,445 shares

    0.96% of the 13F portfolio, value $11,979,719.

    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 16,123 shares
    Change vs previous 13F -6 shares

    0.9% of the 13F portfolio, value $10,740,855.

    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 16,129 shares
    Change vs previous 13F +822 shares

    0.91% of the 13F portfolio, value $9,965,081.

    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 15,307 shares
    Change vs previous 13F -1,367 shares

    0.9% of the 13F portfolio, value $8,562,848.

    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 16,674 shares
    Change vs previous 13F -270 shares

    1.01% of the 13F portfolio, value $9,772,013.

    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 16,944 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $9,722,075.

    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).