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Disclosery

RMR Wealth Builders: XLE position timeline

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

RMR Wealth Builders held 11,599 XLE 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 11,599 shares
    Change vs previous 13F -1,343 shares

    0.04% of the 13F portfolio, value $616,032.

    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 12,942 shares
    Change vs previous 13F +869 shares

    0.06% of the 13F portfolio, value $792,812.

    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 12,073 shares
    Change vs previous 13F +3,938 shares

    0.04% of the 13F portfolio, value $539,782.

    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 8,135 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $726,738.

    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 8,106 shares
    Change vs previous 13F -292 shares

    0.06% of the 13F portfolio, value $687,428.

    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 8,398 shares
    Change vs previous 13F -1,933 shares

    0.08% of the 13F portfolio, value $784,808.

    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 10,331 shares
    Change vs previous 13F -90 shares

    0.09% of the 13F portfolio, value $884,935.

    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 10,421 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $914,981.

    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).