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Disclosery

RMR Wealth Builders: V position timeline

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

RMR Wealth Builders held 13,850 V 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 13,850 shares
    Change vs previous 13F -5,382 shares

    0.3% of the 13F portfolio, value $4,751,798.

    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 19,232 shares
    Change vs previous 13F +1,829 shares

    0.46% of the 13F portfolio, value $5,812,535.

    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 17,403 shares
    Change vs previous 13F +7 shares

    0.49% of the 13F portfolio, value $6,103,424.

    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 17,396 shares
    Change vs previous 13F -128 shares

    0.5% of the 13F portfolio, value $5,938,504.

    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 17,524 shares
    Change vs previous 13F +290 shares

    0.57% of the 13F portfolio, value $6,221,727.

    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 17,234 shares
    Change vs previous 13F +1,349 shares

    0.64% of the 13F portfolio, value $6,039,725.

    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 15,885 shares
    Change vs previous 13F +677 shares

    0.52% of the 13F portfolio, value $5,020,202.

    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 15,208 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,181,530.

    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).