Position in MKTX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$222,326
-$100,539 QoQ
Shares Held
1,959
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#258
of 390 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKTX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RMR Wealth Builders holds $8,639,292 across 5 Capital Markets names. MKTX ranks #5 (2.6% of the industry book) .
All Filings in MKTX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,326 | 1,959 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $322,865 | 1,957 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $354,887 | 1,958 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $363,137 | 2,084 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $452,263 | 2,025 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $423,396 | 1,957 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $442,360 | 1,957 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $501,639 | 1,958 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $394,041 | 1,965 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $430,826 | 1,965 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $575,450 | 1,965 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $418,093 | 1,957 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $511,598 | 1,957 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $765,754 | 1,957 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $545,787 | 1,957 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $435,412 | 1,957 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $205,064 | 801 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $272,500 | 801 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $336,972 | 801 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $371,335 | 801 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $398,833 | 801 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $457,018 | 801 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $385,753 | 801 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $401,236 | 801 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||