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Disclosery

RMR Wealth Builders: WM position timeline

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

RMR Wealth Builders held 5,942 WM 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 5,942 shares
    Change vs previous 13F -7,817 shares

    0.08% of the 13F portfolio, value $1,324,304.

    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 13,759 shares
    Change vs previous 13F +2,224 shares

    0.25% of the 13F portfolio, value $3,161,794.

    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 11,535 shares
    Change vs previous 13F +1,823 shares

    0.2% of the 13F portfolio, value $2,534,343.

    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 9,712 shares
    Change vs previous 13F -440 shares

    0.18% of the 13F portfolio, value $2,144,764.

    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 10,152 shares
    Change vs previous 13F +543 shares

    0.21% of the 13F portfolio, value $2,322,949.

    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 9,609 shares
    Change vs previous 13F +800 shares

    0.23% of the 13F portfolio, value $2,224,579.

    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 8,809 shares
    Change vs previous 13F +984 shares

    0.18% of the 13F portfolio, value $1,777,614.

    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 7,825 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,624,389.

    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).