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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of XYZ by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,454−100.0%Sold outHolders
Q2 20254,454$302.6K<0.1%+434+10.8%AddedHolders
Q1 20254,020$218.4K<0.1%+880+28.0%AddedHolders
Q4 20243,140$266.9K<0.1%−456−12.7%ReducedHolders
Q3 20243,596$241.4K<0.1%+205+6.0%AddedHolders
Q2 20243,391$218.7K<0.1%+736+27.7%AddedHolders
Q1 20242,655$224.6K<0.1%+2,655NewHolders
Q3 20220$00.0%−4,338−100.0%Sold outHolders
Q2 20224,338$267.0K0.1%+63+1.5%AddedHolders
Q1 20224,275$580.0K0.1%+2,732+177.1%AddedHolders
Q4 20211,543$249.0K0.1%−2,331−60.2%ReducedHolders
Q3 20213,874$929.0K0.3%+228+6.3%AddedHolders
Q2 20213,646$889.0K0.3%+152+4.4%AddedHolders
Q1 20213,494$793.0K0.2%––Holders

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