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Moss Adams Wealth Advisors LLC: RWO position timeline

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

Moss Adams Wealth Advisors LLC held 55,783 RWO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,783 shares
    Change vs previous 13F -900 shares

    0.17% of the 13F portfolio, value $2,772,996.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors 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 56,683 shares
    Change vs previous 13F -6,362 shares

    0.19% of the 13F portfolio, value $2,594,402.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors 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 63,045 shares
    Change vs previous 13F +3,784 shares

    0.21% of the 13F portfolio, value $2,838,286.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors 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 59,261 shares
    Change vs previous 13F -322 shares

    0.21% of the 13F portfolio, value $2,712,376.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors 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 59,583 shares
    Change vs previous 13F -15,356 shares

    0.24% of the 13F portfolio, value $2,629,994.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors 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 74,939 shares
    Change vs previous 13F +28,216 shares

    0.34% of the 13F portfolio, value $3,270,338.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth Advisors 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 46,723 shares
    Change vs previous 13F +1,506 shares

    0.21% of the 13F portfolio, value $2,003,951.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth Advisors 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 45,217 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,149,154.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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