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Disclosery

RMR Wealth Builders: XLV position timeline

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

RMR Wealth Builders held 7,356 XLV 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 7,356 shares
    Change vs previous 13F -900 shares

    0.07% of the 13F portfolio, value $1,167,108.

    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 8,256 shares
    Change vs previous 13F -964 shares

    0.1% of the 13F portfolio, value $1,210,423.

    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 9,220 shares
    Change vs previous 13F -581 shares

    0.11% of the 13F portfolio, value $1,427,301.

    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 9,801 shares
    Change vs previous 13F -267 shares

    0.11% of the 13F portfolio, value $1,364,032.

    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 10,068 shares
    Change vs previous 13F +180 shares

    0.12% of the 13F portfolio, value $1,357,068.

    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 9,888 shares
    Change vs previous 13F -1,266 shares

    0.15% of the 13F portfolio, value $1,443,819.

    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 11,154 shares
    Change vs previous 13F -676 shares

    0.16% of the 13F portfolio, value $1,534,470.

    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 11,830 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,822,042.

    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).