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RWA WEALTH PARTNERS, LLC: AOR position timeline

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

RWA WEALTH PARTNERS, LLC held 81,939 AOR 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 81,939 shares
    Change vs previous 13F +24,377 shares

    0.05% of the 13F portfolio, value $5,694,773.

    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 57,562 shares
    Change vs previous 13F -1,325 shares

    0.04% of the 13F portfolio, value $3,704,137.

    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 58,887 shares
    Change vs previous 13F +532 shares

    0.04% of the 13F portfolio, value $3,828,266.

    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 58,355 shares
    Change vs previous 13F -1,413 shares

    0.04% of the 13F portfolio, value $3,756,878.

    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 59,768 shares
    Change vs previous 13F -1,660 shares

    0.05% of the 13F portfolio, value $3,679,905.

    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 61,428 shares
    Change vs previous 13F -279 shares

    0.04% of the 13F portfolio, value $3,536,394.

    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 61,707 shares
    Change vs previous 13F +1,836 shares

    0.04% of the 13F portfolio, value $3,537,061.

    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 59,871 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,546,731.

    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).