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Disclosery

BWM Planning, LLC: RSST position timeline

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

BWM Planning, LLC held 229,946 RSST 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 229,946 shares
    Change vs previous 13F +4,481 shares

    1.74% of the 13F portfolio, value $7,516,922.

    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 225,465 shares
    Change vs previous 13F +24,585 shares

    1.68% of the 13F portfolio, value $6,376,140.

    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 200,880 shares
    Change vs previous 13F +6,676 shares

    1.52% of the 13F portfolio, value $5,694,938.

    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 194,204 shares
    Change vs previous 13F +7,515 shares

    1.53% of the 13F portfolio, value $5,138,645.

    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 186,689 shares
    Change vs previous 13F +25,247 shares

    1.5% of the 13F portfolio, value $4,353,594.

    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 161,442 shares
    Change vs previous 13F +18,176 shares

    1.51% of the 13F portfolio, value $3,566,260.

    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 143,266 shares
    Change vs previous 13F +19,691 shares

    1.49% of the 13F portfolio, value $3,424,066.

    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 123,575 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,027,588.

    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).