Current Market Value 1,100,245,718
Current Holdings 285
Most Recent File Date 2025-07-08
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RMR Wealth Builders . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 285 1,100,246
2025-04-16 2025-03-31 13F-HR 259 950,115
2025-01-14 2024-12-31 13F-HR/A 1 R 256 967,549
2025-01-10 2024-12-31 13F-HR 253 961,767
2024-10-21 2024-09-30 13F-HR 260 943,699
2024-07-23 2024-06-30 13F-HR 250 871,399
2024-04-15 2024-03-31 13F-HR 259 826,972
2024-02-06 2023-12-31 13F-HR 232 711,778
2023-10-23 2023-09-30 13F-HR 230 626,141
2023-07-21 2023-06-30 13F-HR 212 587,865
2023-04-11 2023-03-31 13F-HR 212 525,919
2023-02-15 2022-12-31 13F-HR/A 1 R 192 441,077
2023-02-02 2022-12-31 13F-HR 65 370,996
2022-11-08 2022-09-30 13F-HR 195 408,797
2022-08-02 2022-06-30 13F-HR 194 401,298
2022-05-13 2022-03-31 13F-HR 205 466,233
2022-02-02 2021-12-31 13F-HR 122 348,211
2021-10-18 2021-09-30 13F-HR 187 340,573
2021-08-16 2021-06-30 13F-HR 172 305,032
2021-05-13 2021-03-31 13F-HR 798 384,894
2021-02-26 2020-12-31 13F-HR/A 1 R 524 203,568
2021-02-09 2020-12-31 13F-HR 146 182,677
2020-11-13 2020-09-30 13F-HR 218 385,187
2020-08-19 2020-06-30 13F-HR 448 112,179
2020-03-03 2019-12-31 13F-HR 424 103,807