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Fusion Family Wealth, LLC: RWL position timeline

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

Fusion Family Wealth, LLC held 1,666,476 RWL 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 1,666,476 shares
    Change vs previous 13F -10,598 shares

    14.15% of the 13F portfolio, value $212,908,999.

    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 1,677,074 shares
    Change vs previous 13F +48,750 shares

    14.39% of the 13F portfolio, value $192,712,581.

    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 1,628,324 shares
    Change vs previous 13F +46,696 shares

    14.13% of the 13F portfolio, value $186,443,079.

    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 1,581,628 shares
    Change vs previous 13F +2,013 shares

    13.11% of the 13F portfolio, value $175,022,962.

    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 1,579,615 shares
    Change vs previous 13F +9,042 shares

    13.93% of the 13F portfolio, value $164,738,095.

    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 1,570,573 shares
    Change vs previous 13F +102,901 shares

    14.35% of the 13F portfolio, value $156,020,696.

    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 1,467,672 shares
    Change vs previous 13F +51,960 shares

    13.18% of the 13F portfolio, value $143,714,400.

    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 1,415,712 shares
    Change vs previous 13F not available

    12.78% of the 13F portfolio, value $138,838,841.

    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).