RMR Wealth Builders: WELL position timeline

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

RMR Wealth Builders held 14,308 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 14,308 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $3,247,487.
13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).