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Disclosery

RMR Wealth Builders: WMT position timeline

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

RMR Wealth Builders held 53,016 WMT 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 53,016 shares
    Change vs previous 13F +11,332 shares

    0.37% of the 13F portfolio, value $6,004,577.

    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 41,684 shares
    Change vs previous 13F +733 shares

    0.41% of the 13F portfolio, value $5,190,585.

    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 40,951 shares
    Change vs previous 13F +2,948 shares

    0.37% of the 13F portfolio, value $4,562,358.

    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 38,003 shares
    Change vs previous 13F +7,178 shares

    0.33% of the 13F portfolio, value $3,916,581.

    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 30,825 shares
    Change vs previous 13F -169 shares

    0.27% of the 13F portfolio, value $3,014,077.

    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 30,994 shares
    Change vs previous 13F +1,161 shares

    0.29% of the 13F portfolio, value $2,720,984.

    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 29,833 shares
    Change vs previous 13F +2,215 shares

    0.28% of the 13F portfolio, value $2,695,384.

    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 27,618 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,230,164.

    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).