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Disclosery

RMR Wealth Builders: VTV position timeline

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

RMR Wealth Builders held 656,979 VTV 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 656,979 shares
    Change vs previous 13F +83,023 shares

    8.89% of the 13F portfolio, value $143,175,452.

    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 573,956 shares
    Change vs previous 13F +17,693 shares

    8.87% of the 13F portfolio, value $112,610,170.

    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 556,263 shares
    Change vs previous 13F +22,121 shares

    8.5% of the 13F portfolio, value $106,240,656.

    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 534,142 shares
    Change vs previous 13F +30,371 shares

    8.38% of the 13F portfolio, value $100,114,453.

    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 503,771 shares
    Change vs previous 13F +28,157 shares

    8.14% of the 13F portfolio, value $89,520,346.

    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 475,614 shares
    Change vs previous 13F +12,235 shares

    8.65% of the 13F portfolio, value $82,157,605.

    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 463,379 shares
    Change vs previous 13F +28,386 shares

    8.11% of the 13F portfolio, value $78,450,094.

    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 434,993 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $75,936,791.

    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).