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RWA WEALTH PARTNERS, LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RWA WEALTH PARTNERS, LLC on ADI, newest first. How the timeline and the estimate are built.

RWA WEALTH PARTNERS, LLC held 7,258 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,258 shares
    Change vs previous 13F +423 shares

    0.03% of the 13F portfolio, value $2,882,508.

    13F-HR 0001544576-26-000005 filed by RWA 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 6,835 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $2,174,353.

    13F-HR 0001544576-26-000004 filed by RWA 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 6,739 shares
    Change vs previous 13F +340 shares

    0.02% of the 13F portfolio, value $1,827,503.

    13F-HR 0001544576-26-000001 filed by RWA 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 6,399 shares
    Change vs previous 13F +199 shares

    0.02% of the 13F portfolio, value $1,572,093.

    13F-HR 0001544576-25-000007 filed by RWA 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 6,200 shares
    Change vs previous 13F -1,828 shares

    0.02% of the 13F portfolio, value $1,475,716.

    13F-HR 0001544576-25-000005 filed by RWA 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 8,028 shares
    Change vs previous 13F -6,780 shares

    0.02% of the 13F portfolio, value $1,619,134.

    13F-HR 0001544576-25-000004 filed by RWA 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 14,808 shares
    Change vs previous 13F +2,421 shares

    0.04% of the 13F portfolio, value $3,146,284.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, 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 12,387 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,851,140.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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