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McMill Wealth Management: RWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McMill Wealth Management on RWR, newest first. How the timeline and the estimate are built.

McMill Wealth Management held 307,264 RWR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 307,264 shares
    Change vs previous 13F +596 shares

    6.56% of the 13F portfolio, value $27,002,353.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 306,668 shares
    Change vs previous 13F not available

    6.24% of the 13F portfolio, value $23,472,371.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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