RMR Wealth Builders

Position in MA — Mastercard Inc

CIK 1803848 Montclair, NJ

Position in MA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,270,112

+$64,114 QoQ

Shares Held

4,420

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,583

of 3,560 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $13,194,238 across 5 Credit Services names. MA ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	14,721	$4,979,378
2	V	Visa Inc.	13,850	$4,751,796
3	MA	Mastercard Inc This page	4,420	$2,270,112
4	COF	Capital One Financial Corp	4,865	$976,016
5	PYPL	PayPal Holdings, Inc.	5,024	$216,936

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,270,112	4,420	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$2,205,998	4,415	-0.7%	Shares	Sole	2026-04-22
2025-12-31	$2,538,132	4,446	-8.0%	Shares	Sole	2026-01-29
2025-09-30	$2,749,058	4,833	+3.8%	Shares	Sole	2025-11-05
2025-06-30	$2,616,392	4,656	+4.0%	Shares	Sole	2025-07-08
2025-03-31	$2,452,837	4,475	-1.1%	Shares	Sole	2025-04-16
2024-12-31	$2,383,255	4,526	+0.9%	Shares	Sole	2025-01-14
2024-09-30	$2,215,186	4,486	-3.5%	Shares	Sole	2024-10-21
2024-06-30	$2,050,952	4,649	-0.9%	Shares	Sole	2024-07-23
2024-03-31	$2,260,008	4,693	+14.7%	Shares	Sole	2024-04-15
2023-12-31	$1,745,278	4,092	-3.5%	Shares	Sole	2024-02-06
2023-09-30	$1,679,054	4,241	+20.2%	Shares	Sole	2023-10-23
2023-06-30	$1,387,169	3,527	-1.4%	Shares	Sole	2023-07-21
2023-03-31	$1,299,554	3,576	+34.8%	Shares	Sole	2023-04-11
2022-12-31	$922,527	2,653	-0.9%	Shares	Sole	2023-02-15
2022-09-30	$761,462	2,678	-2.5%	Shares	Sole	2022-11-08
2022-06-30	$866,308	2,746	-26.7%	Shares	Sole	2022-08-02
2022-03-31	$1,338,030	3,744	+2.6%	Shares	Sole	2022-05-13
2021-09-30	$1,268,336	3,648	+1.6%	Shares	Sole	2021-10-18
2021-06-30	$1,310,673	3,590	-8.0%	Shares	Sole	2021-08-16
2021-03-31	$1,389,663	3,903	+18.0%	Shares	Sole	2021-05-13
2020-12-31	$1,181,114	3,309	-32.5%	Shares	Sole	2021-02-26
2020-09-30	$1,658,385	4,904	+48.2%	Shares	Sole	2020-11-13
2020-06-30	$978,471	3,309	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.