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Disclosery

RMR Wealth Builders: SUB position timeline

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

RMR Wealth Builders held 313,220 SUB 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 313,220 shares
    Change vs previous 13F +18,583 shares

    2.07% of the 13F portfolio, value $33,348,535.

    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 294,637 shares
    Change vs previous 13F +6,599 shares

    2.47% of the 13F portfolio, value $31,378,811.

    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 288,038 shares
    Change vs previous 13F +16,729 shares

    2.46% of the 13F portfolio, value $30,733,667.

    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 271,309 shares
    Change vs previous 13F +16,269 shares

    2.42% of the 13F portfolio, value $28,970,331.

    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 255,040 shares
    Change vs previous 13F +15,681 shares

    2.46% of the 13F portfolio, value $27,120,987.

    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 239,359 shares
    Change vs previous 13F +5,482 shares

    2.66% of the 13F portfolio, value $25,276,338.

    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 233,877 shares
    Change vs previous 13F +20,444 shares

    2.55% of the 13F portfolio, value $24,669,388.

    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 213,433 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $22,664,463.

    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).