RMR Wealth Builders

SEC CIK: 0001803848
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CASH holding history

Pathward Financial, Inc. in every 13F filed by RMR Wealth Builders, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASH overview All 13F holders of CASH Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of CASH by RMR Wealth Builders, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−40,406−100.0%	Sold out	Holders
Q4 2024	40,406	$61.1K	<0.1%	+18,947+88.3%	Added	Holders
Q3 2024	21,459	$40.0K	<0.1%	+8,059+60.1%	Added	Holders
Q2 2024	13,400	$29.2K	<0.1%	+13,400	New	Holders