RMR Wealth Builders
Position in NRK — Nuveen New York Amt-Free Quality Municipal Income Fund
CIK 1803848
Montclair, NJ
Position in NRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$701,570
+$30,886 QoQ
Shares Held
65,445
-0.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#28
of 109 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NRK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RMR Wealth Builders holds $8,428,161 across 17 Asset Management names. NRK ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,747 | $1,679,845 | |
| 2 | BX |
Blackstone Inc.
|
9,901 | $1,165,050 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
20,648 | $1,112,307 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
14,154 | $717,749 | |
| 5 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
This page
|
65,445 | $701,570 | |
| 6 | MAIN |
Main Street Capital CORP
|
11,948 | $619,862 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
34,618 | $450,380 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
26,068 | $411,092 |
All Filings in NRK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,570 | 65,445 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $670,684 | 65,689 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $662,428 | 65,652 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $680,105 | 66,677 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $634,071 | 63,983 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $659,024 | 63,983 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $669,262 | 63,983 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $723,329 | 64,583 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $772,895 | 69,693 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $721,583 | 66,383 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $699,012 | 66,383 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $627,319 | 66,383 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $687,064 | 66,383 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $386,809 | 36,595 | Shares | Sole | 2023-04-11 | |
| 2020-09-30 | $906,359 | 70,479 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||