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RWA WEALTH PARTNERS, LLC: ALL position timeline

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

RWA WEALTH PARTNERS, LLC held 7,769 ALL 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 7,769 shares
    Change vs previous 13F -17,590 shares

    0.02% of the 13F portfolio, value $1,848,530.

    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 25,359 shares
    Change vs previous 13F -56,542 shares

    0.06% of the 13F portfolio, value $5,257,936.

    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 81,901 shares
    Change vs previous 13F +25,585 shares

    0.19% of the 13F portfolio, value $17,047,792.

    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 56,316 shares
    Change vs previous 13F -2,184 shares

    0.14% of the 13F portfolio, value $12,088,229.

    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 58,500 shares
    Change vs previous 13F +57,487 shares

    0.15% of the 13F portfolio, value $11,776,635.

    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 1,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,762.

    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).