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Disclosery

RMR Wealth Builders: XVV position timeline

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

RMR Wealth Builders held 11,050 XVV 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 11,050 shares
    Change vs previous 13F +153 shares

    0.04% of the 13F portfolio, value $627,515.

    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 10,897 shares
    Change vs previous 13F +6,461 shares

    0.04% of the 13F portfolio, value $536,366.

    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 4,436 shares
    Change vs previous 13F +135 shares

    0.02% of the 13F portfolio, value $233,776.

    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 4,301 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $221,591.

    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).