Position in IBN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$460,473
+$62,598 QoQ
Shares Held
15,862
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#323
of 512 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RMR Wealth Builders holds $4,926,647 across 5 Banks - Regional names. IBN ranks #4 (9.3% of the industry book) .
All Filings in IBN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,473 | 15,862 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $397,875 | 15,362 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $457,787 | 15,362 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $464,393 | 15,362 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $694,834 | 20,655 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $651,045 | 20,655 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $616,758 | 20,655 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $632,700 | 21,196 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $593,140 | 20,588 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $530,524 | 20,088 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $455,057 | 19,088 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $451,556 | 19,531 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $448,536 | 19,434 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $408,595 | 18,934 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $421,404 | 19,251 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $342,880 | 16,351 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $289,162 | 16,300 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $308,722 | 16,300 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $103,185 | 6,437 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $95,653 | 6,437 | Shares | Sole | 2021-02-26 | |
| 2020-06-30 | $12,299 | 1,324 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||