AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP: RWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP on RWM, newest first. How the timeline and the estimate are built.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 149,965 RWM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 149,965 sharesChange vs previous 13F +89,276 shares
1.59% of the 13F portfolio, value $2,015,523.
13F-HR 0001951757-26-000970 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,689 sharesChange vs previous 13F -61,533 shares
0.59% of the 13F portfolio, value $968,596.
13F-HR 0001951757-26-000545 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 122,222 sharesChange vs previous 13F -137,958 shares
1.23% of the 13F portfolio, value $1,982,438.
13F-HR 0001951757-26-000003 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 260,180 sharesChange vs previous 13F +125,196 shares
2.53% of the 13F portfolio, value $4,360,609.
13F-HR 0001951757-25-001171 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 134,984 sharesChange vs previous 13F not available
1.62% of the 13F portfolio, value $2,516,102.
13F-HR 0001951757-25-000630 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).