RMR Wealth Builders quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, RMR Wealth Builders opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was PFF (+$205,848); the largest decrease was PFF (+$205,848).
Two Form 13F-HR filings compared (SEC CIK 1803848): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HARBOR INVESTMENT ADVISORY, LLC | United States | $1.271B | 1,233 |
| Summit Financial Strategies, Inc. | United States | $1.269B | 170 |
| Edgemoor Investment Advisors, Inc. | United States | $1.271B | 170 |
| P/E Global LLC | United States | $1.269B | 7 |
| PPSC Investment Service Corp | Japan | $1.268B | 8 |
| COZAD ASSET MANAGEMENT INC | United States | $1.273B | 421 |
| CGN Advisors LLC | United States | $1.266B | 317 |
| Fort Baker Capital Management LP | United States | $1.274B | 121 |
| Gemmer Asset Management LLC | United States | $1.265B | 172 |
| Sovran Advisors, LLC | United States | $1.275B | 649 |