Position in TRU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$427,645
+$17,487 QoQ
Shares Held
5,928
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#326
of 518 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026RMR Wealth Builders holds $5,227,425 across 4 Financial Data & Stock Exchanges names. TRU ranks #3 (8.2% of the industry book) .
All Filings in TRU
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,645 | 5,928 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $410,158 | 5,928 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $508,326 | 5,928 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $496,647 | 5,928 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $518,760 | 5,895 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $489,226 | 5,895 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $546,525 | 5,895 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $617,206 | 5,895 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $437,173 | 5,895 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $470,421 | 5,895 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $406,557 | 5,917 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $423,202 | 5,895 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $461,755 | 5,895 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $282,115 | 4,540 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $257,645 | 4,540 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $270,084 | 4,540 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $235,730 | 2,947 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $304,542 | 2,947 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $330,977 | 2,947 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $323,610 | 2,947 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $265,230 | 2,947 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $292,401 | 2,947 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $247,931 | 2,947 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $256,506 | 2,947 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||