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Fusion Family Wealth, LLC: RWJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fusion Family Wealth, LLC on RWJ, newest first. How the timeline and the estimate are built.

Fusion Family Wealth, LLC held 1,471,806 RWJ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,471,806 shares
    Change vs previous 13F -27,166 shares

    5.82% of the 13F portfolio, value $87,572,454.

    13F-HR 0001951757-26-001150 filed by Fusion Family Wealth, 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 1,498,972 shares
    Change vs previous 13F +20,971 shares

    5.65% of the 13F portfolio, value $75,668,112.

    13F-HR 0001951757-26-000773 filed by Fusion Family Wealth, 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 1,478,001 shares
    Change vs previous 13F +38,370 shares

    5.46% of the 13F portfolio, value $72,008,190.

    13F-HR 0001951757-26-000355 filed by Fusion Family Wealth, 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 1,439,631 shares
    Change vs previous 13F -5,090 shares

    5.21% of the 13F portfolio, value $69,534,185.

    13F-HR 0001951757-25-001286 filed by Fusion Family Wealth, 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 1,444,721 shares
    Change vs previous 13F +19,447 shares

    5.29% of the 13F portfolio, value $62,541,982.

    13F-HR 0001951757-25-001002 filed by Fusion Family Wealth, 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 1,425,274 shares
    Change vs previous 13F +61,107 shares

    5.33% of the 13F portfolio, value $58,008,665.

    13F-HR 0001951757-25-000468 filed by Fusion Family Wealth, 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 1,364,167 shares
    Change vs previous 13F +33,471 shares

    5.72% of the 13F portfolio, value $62,424,277.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 1,330,696 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $60,826,099.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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