Skip to content
Disclosery

RMR Wealth Builders: XLK position timeline

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

RMR Wealth Builders held 44,148 XLK 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 44,148 shares
    Change vs previous 13F +2,591 shares

    0.52% of the 13F portfolio, value $8,411,063.

    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 41,557 shares
    Change vs previous 13F +1,109 shares

    0.43% of the 13F portfolio, value $5,522,872.

    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 40,448 shares
    Change vs previous 13F +20,029 shares

    0.47% of the 13F portfolio, value $5,823,313.

    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 20,419 shares
    Change vs previous 13F +96 shares

    0.48% of the 13F portfolio, value $5,755,229.

    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 20,323 shares
    Change vs previous 13F +2 shares

    0.47% of the 13F portfolio, value $5,146,445.

    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 20,321 shares
    Change vs previous 13F +286 shares

    0.44% of the 13F portfolio, value $4,195,823.

    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 20,035 shares
    Change vs previous 13F +29 shares

    0.48% of the 13F portfolio, value $4,658,447.

    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 20,006 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,516,514.

    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).