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Disclosery

RMR Wealth Builders: TFC position timeline

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

RMR Wealth Builders held 20,016 TFC 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 20,016 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $997,197.

    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 20,041 shares
    Change vs previous 13F -259 shares

    0.07% of the 13F portfolio, value $921,285.

    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 20,300 shares
    Change vs previous 13F +824 shares

    0.08% of the 13F portfolio, value $998,963.

    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 19,476 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $890,443.

    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 19,205 shares
    Change vs previous 13F +313 shares

    0.08% of the 13F portfolio, value $825,623.

    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 18,892 shares
    Change vs previous 13F -273 shares

    0.08% of the 13F portfolio, value $777,406.

    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 19,165 shares
    Change vs previous 13F +324 shares

    0.09% of the 13F portfolio, value $831,378.

    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 18,841 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $805,830.

    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).