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Disclosery

Revolve Wealth Partners, LLC: WM position timeline

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

Revolve Wealth Partners, LLC held 1,093 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,093 shares
    Change vs previous 13F -16 shares

    0.03% of the 13F portfolio, value $243,674.

    13F-HR 0002085853-26-000673 filed by Revolve Wealth Partners, 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 1,109 shares
    Change vs previous 13F +122 shares

    0.03% of the 13F portfolio, value $254,906.

    13F-HR 0002085853-26-000357 filed by Revolve Wealth Partners, 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 987 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $216,896.

    13F-HR 0002085853-26-000053 filed by Revolve Wealth Partners, 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 973 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $214,900.

    13F-HR 0002085853-25-000078 filed by Revolve Wealth Partners, 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 973 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $222,665.

    13F-HR 0001667731-25-000986 filed by Revolve Wealth Partners, 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 963 shares
    Change vs previous 13F +963 shares

    0.03% of the 13F portfolio, value $222,957.

    13F-HR 0001667731-25-000418 filed by Revolve Wealth Partners, 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/A 0 shares
    Change vs previous 13F -1,842 shares

    13F-HR/A 0001667731-25-000346 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,842 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $382,411.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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