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Disclosery

Rodgers & Associates, LTD: RWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on RWL, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 21,724 RWL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,724 shares
    Change vs previous 13F -120 shares

    0.25% of the 13F portfolio, value $2,775,458.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 21,844 shares
    Change vs previous 13F -355 shares

    0.26% of the 13F portfolio, value $2,510,094.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 22,199 shares
    Change vs previous 13F -425 shares

    0.26% of the 13F portfolio, value $2,541,786.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 22,624 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,503,572.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 22,624 shares
    Change vs previous 13F -275 shares

    0.26% of the 13F portfolio, value $2,359,457.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 22,899 shares
    Change vs previous 13F -1,028 shares

    0.28% of the 13F portfolio, value $2,274,787.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 23,927 shares
    Change vs previous 13F -561 shares

    0.28% of the 13F portfolio, value $2,342,932.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 24,488 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,401,538.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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