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Per Stirling Capital Management, LLC.: RWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on RWM, newest first. How the timeline and the estimate are built.

Per Stirling Capital Management, LLC. held 118,125 RWM 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 118,125 shares
    Change vs previous 13F -7,460 shares

    0.15% of the 13F portfolio, value $1,569,887.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 125,585 shares
    Change vs previous 13F -4,912 shares

    0.23% of the 13F portfolio, value $2,036,986.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 130,497 shares
    Change vs previous 13F +38,597 shares

    0.24% of the 13F portfolio, value $2,136,236.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 91,900 shares
    Change vs previous 13F +10,613 shares

    0.18% of the 13F portfolio, value $1,542,997.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 81,287 shares
    Change vs previous 13F +46,421 shares

    0.2% of the 13F portfolio, value $1,529,827.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 34,866 shares
    Change vs previous 13F +49 shares

    0.1% of the 13F portfolio, value $723,478.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 34,817 shares
    Change vs previous 13F +5,170 shares

    0.09% of the 13F portfolio, value $652,463.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 29,647 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $560,631.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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