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Disclosery

RMR Wealth Builders: VOO position timeline

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

RMR Wealth Builders held 227,464 VOO 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 227,464 shares
    Change vs previous 13F +25,158 shares

    9.7% of the 13F portfolio, value $156,224,324.

    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 202,306 shares
    Change vs previous 13F +14,648 shares

    9.52% of the 13F portfolio, value $120,887,719.

    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 187,658 shares
    Change vs previous 13F +7,096 shares

    9.42% of the 13F portfolio, value $117,686,206.

    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 180,562 shares
    Change vs previous 13F +8,719 shares

    9.28% of the 13F portfolio, value $110,885,907.

    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 171,843 shares
    Change vs previous 13F +5,535 shares

    8.9% of the 13F portfolio, value $97,912,033.

    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 166,308 shares
    Change vs previous 13F +5,271 shares

    9% of the 13F portfolio, value $85,467,569.

    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 161,037 shares
    Change vs previous 13F +10,186 shares

    8.97% of the 13F portfolio, value $86,768,578.

    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 150,851 shares
    Change vs previous 13F not available

    8.46% of the 13F portfolio, value $79,841,558.

    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).