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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

TRU holding history

TransUnion 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.

TRU overviewAll 13F holders of TRUFull Q2 2026 holdings

Shares (Q2 2026)
5,928
Value
$427.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TRU by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,928$427.6K<0.1%00.0%UnchangedHolders
Q1 20265,928$410.2K<0.1%00.0%UnchangedHolders
Q4 20255,928$508.3K<0.1%00.0%UnchangedHolders
Q3 20255,928$496.6K<0.1%+33+0.6%AddedHolders
Q2 20255,895$518.8K<0.1%00.0%UnchangedHolders
Q1 20255,895$489.2K0.1%00.0%UnchangedHolders
Q4 20245,895$546.5K0.1%00.0%UnchangedHolders
Q3 20245,895$617.2K0.1%00.0%UnchangedHolders
Q2 20245,895$437.2K0.1%00.0%UnchangedHolders
Q1 20245,895$470.4K0.1%−22−0.4%ReducedHolders
Q4 20235,917$406.6K0.1%+22+0.4%AddedHolders
Q3 20235,895$423.2K0.1%00.0%UnchangedHolders
Q2 20235,895$461.8K0.1%+1,355+29.8%AddedHolders
Q1 20234,540$282.1K0.1%00.0%UnchangedHolders
Q4 20224,540$257.6K0.1%00.0%UnchangedHolders
Q3 20224,540$270.0K0.1%+1,593+54.1%AddedHolders
Q2 20222,947$236.0K0.1%00.0%UnchangedHolders
Q1 20222,947$305.0K0.1%+2,947NewHolders
Q4 20210$00.0%−2,947−100.0%Sold outHolders
Q3 20212,947$331.0K0.1%00.0%UnchangedHolders
Q2 20212,947$324.0K0.1%00.0%UnchangedHolders
Q1 20212,947$265.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.