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4WEALTH ADVISORS, INC.: RMCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on RMCF, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 13,225 RMCF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,225 shares
    Change vs previous 13F -2,000 shares

    0.01% of the 13F portfolio, value $10,739.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,225 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $13,089.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 16,225 shares
    Change vs previous 13F -3,635 shares

    0.03% of the 13F portfolio, value $35,533.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 19,860 shares
    Change vs previous 13F +4,260 shares

    0.03% of the 13F portfolio, value $37,734.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 15,600 shares
    Change vs previous 13F +1,385 shares

    0.02% of the 13F portfolio, value $24,804.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 14,215 shares
    Change vs previous 13F +265 shares

    0.02% of the 13F portfolio, value $20,327.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 13,950 shares
    Change vs previous 13F -79,325 shares

    0.02% of the 13F portfolio, value $17,019.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 93,275 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $224,793.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).