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Disclosery

RMR Wealth Builders: SPYM position timeline

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

RMR Wealth Builders held 40,370 SPYM 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 40,370 shares
    Change vs previous 13F +268 shares

    0.22% of the 13F portfolio, value $3,547,756.

    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 40,102 shares
    Change vs previous 13F +189 shares

    0.24% of the 13F portfolio, value $3,069,383.

    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 39,913 shares
    Change vs previous 13F +80 shares

    0.26% of the 13F portfolio, value $3,201,828.

    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 39,833 shares
    Change vs previous 13F +166 shares

    0.26% of the 13F portfolio, value $3,120,510.

    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 39,667 shares
    Change vs previous 13F +58 shares

    0.26% of the 13F portfolio, value $2,891,859.

    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 39,609 shares
    Change vs previous 13F -224 shares

    0.28% of the 13F portfolio, value $2,613,274.

    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 39,833 shares
    Change vs previous 13F +22,161 shares

    0.28% of the 13F portfolio, value $2,746,061.

    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 17,672 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,193,053.

    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).