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PRMR NORTHERN LTS FD TR II

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PEAKSHARES RMR (fund)

3 managers (3 13F filers) reported a position in PRMR shares at 2026-03-31, 2,356,570 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
3
13F filers
3
New
0
Added
2
Reduced
1
Sold out
2
Shares held by filers
2,356,570

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RMR Wealth Builders2,257,306$52.8M4.16%+454,42013F-HRTimeline
CALTON & ASSOCIATES, INC.84,198$1.97M0.28%+64,09413F-HRTimeline
GTS SECURITIES LLC15,066$353K0.01%-89,68113F-HRTimeline