Skip to content
Disclosery

Frederick Financial Consultants, LLC: RWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frederick Financial Consultants, LLC on RWR, newest first. How the timeline and the estimate are built.

Frederick Financial Consultants, LLC held 110,070 RWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,070 shares
    Change vs previous 13F +2,775 shares

    5.27% of the 13F portfolio, value $12,434,611.

    13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, 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 107,295 shares
    Change vs previous 13F +1,720 shares

    5.39% of the 13F portfolio, value $10,833,585.

    13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, 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 105,575 shares
    Change vs previous 13F +3,149 shares

    5.68% of the 13F portfolio, value $10,370,601.

    13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, 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 102,426 shares
    Change vs previous 13F +4,810 shares

    5.76% of the 13F portfolio, value $10,272,300.

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, 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 97,616 shares
    Change vs previous 13F +8,140 shares

    5.85% of the 13F portfolio, value $9,414,045.

    13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, 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 89,476 shares
    Change vs previous 13F +73,358 shares

    6.4% of the 13F portfolio, value $8,868,900.

    13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, 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 16,118 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,593,419.

    13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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