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RFP Financial Group LLC: EQWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFP Financial Group LLC on EQWL, newest first. How the timeline and the estimate are built.

RFP Financial Group LLC held 157,285 EQWL 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 157,285 shares
    Change vs previous 13F -27,072 shares

    9.09% of the 13F portfolio, value $20,292,928.

    13F-HR 0001956564-26-000003 filed by RFP Financial Group 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 184,357 shares
    Change vs previous 13F -274,069 shares

    11.55% of the 13F portfolio, value $21,245,228.

    13F-HR 0001956564-26-000002 filed by RFP Financial Group 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 458,426 shares
    Change vs previous 13F +111,115 shares

    25.94% of the 13F portfolio, value $54,167,380.

    13F-HR 0001956564-26-000001 filed by RFP Financial Group 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 347,311 shares
    Change vs previous 13F -124,356 shares

    16.25% of the 13F portfolio, value $39,892,690.

    13F-HR 0001956564-25-000007 filed by RFP Financial Group 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 471,667 shares
    Change vs previous 13F not available

    21.42% of the 13F portfolio, value $51,869,217.

    13F-HR 0001956564-25-000005 filed by RFP Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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