Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: ADP position timeline

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

RWA WEALTH PARTNERS, LLC held 27,844 ADP 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 27,844 shares
    Change vs previous 13F -2,005 shares

    0.06% of the 13F portfolio, value $6,235,622.

    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 29,849 shares
    Change vs previous 13F -170 shares

    0.07% of the 13F portfolio, value $6,064,779.

    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 30,019 shares
    Change vs previous 13F -3,980 shares

    0.08% of the 13F portfolio, value $7,721,870.

    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 33,999 shares
    Change vs previous 13F +272 shares

    0.11% of the 13F portfolio, value $9,978,900.

    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 33,727 shares
    Change vs previous 13F -460 shares

    0.13% of the 13F portfolio, value $10,401,434.

    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 34,187 shares
    Change vs previous 13F -11,122 shares

    0.13% of the 13F portfolio, value $10,445,357.

    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 45,309 shares
    Change vs previous 13F +1,938 shares

    0.16% of the 13F portfolio, value $13,263,356.

    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 43,371 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,002,253.

    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).