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Disclosery

RMR Wealth Builders: T position timeline

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

RMR Wealth Builders held 13,902 T 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 13,902 shares
    Change vs previous 13F +2,752 shares

    0.02% of the 13F portfolio, value $287,779.

    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 11,150 shares
    Change vs previous 13F -4,327 shares

    0.03% of the 13F portfolio, value $323,227.

    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 15,477 shares
    Change vs previous 13F +584 shares

    0.03% of the 13F portfolio, value $384,454.

    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 14,893 shares
    Change vs previous 13F +1,112 shares

    0.04% of the 13F portfolio, value $420,570.

    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 13,781 shares
    Change vs previous 13F +1,140 shares

    0.04% of the 13F portfolio, value $398,819.

    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 12,641 shares
    Change vs previous 13F -720 shares

    0.04% of the 13F portfolio, value $357,477.

    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 13,361 shares
    Change vs previous 13F +380 shares

    0.03% of the 13F portfolio, value $304,238.

    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 12,981 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $285,580.

    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).