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RWA WEALTH PARTNERS, LLC: CEG position timeline

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

RWA WEALTH PARTNERS, LLC held 4,460 CEG 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 4,460 shares
    Change vs previous 13F +889 shares

    0.01% of the 13F portfolio, value $1,107,932.

    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 3,571 shares
    Change vs previous 13F -702 shares

    0.01% of the 13F portfolio, value $997,275.

    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 4,273 shares
    Change vs previous 13F +678 shares

    0.02% of the 13F portfolio, value $1,509,684.

    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 3,595 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $1,183,148.

    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 3,534 shares
    Change vs previous 13F +785 shares

    0.01% of the 13F portfolio, value $1,140,766.

    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 2,749 shares
    Change vs previous 13F -2,405 shares

    0.01% of the 13F portfolio, value $554,364.

    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 5,154 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $1,153,064.

    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 5,116 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,330,335.

    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).