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Disclosery

RMR Wealth Builders: XLF position timeline

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

RMR Wealth Builders held 14,717 XLF 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 14,717 shares
    Change vs previous 13F -1,748 shares

    0.05% of the 13F portfolio, value $788,958.

    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 16,465 shares
    Change vs previous 13F -1,110 shares

    0.06% of the 13F portfolio, value $812,889.

    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 17,575 shares
    Change vs previous 13F -7,973 shares

    0.08% of the 13F portfolio, value $962,577.

    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 25,548 shares
    Change vs previous 13F +24 shares

    0.12% of the 13F portfolio, value $1,376,297.

    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 25,524 shares
    Change vs previous 13F -213 shares

    0.12% of the 13F portfolio, value $1,336,695.

    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 25,737 shares
    Change vs previous 13F +2,876 shares

    0.13% of the 13F portfolio, value $1,281,950.

    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 22,861 shares
    Change vs previous 13F -227 shares

    0.11% of the 13F portfolio, value $1,104,870.

    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 23,088 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,046,370.

    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).