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Disclosery

BWM Planning, LLC: RSBT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BWM Planning, LLC on RSBT, newest first. How the timeline and the estimate are built.

BWM Planning, LLC held 202,643 RSBT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,643 shares
    Change vs previous 13F +26,639 shares

    0.89% of the 13F portfolio, value $3,858,315.

    13F-HR 0001754960-26-000620 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 176,004 shares
    Change vs previous 13F -41,797 shares

    0.88% of the 13F portfolio, value $3,317,667.

    13F-HR 0001754960-26-000306 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 217,801 shares
    Change vs previous 13F +32,458 shares

    1.04% of the 13F portfolio, value $3,902,987.

    13F-HR 0001754960-26-000044 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 185,343 shares
    Change vs previous 13F +26,723 shares

    0.96% of the 13F portfolio, value $3,230,288.

    13F-HR 0001754960-25-000742 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 158,620 shares
    Change vs previous 13F +31,450 shares

    0.89% of the 13F portfolio, value $2,571,230.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 127,170 shares
    Change vs previous 13F +6,422 shares

    0.91% of the 13F portfolio, value $2,155,532.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 120,748 shares
    Change vs previous 13F +33,273 shares

    0.88% of the 13F portfolio, value $2,022,529.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 87,475 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,590,733.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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