Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: CL position timeline

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

RWA WEALTH PARTNERS, LLC held 21,405 CL 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 21,405 shares
    Change vs previous 13F -3,202 shares

    0.02% of the 13F portfolio, value $1,962,451.

    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 24,607 shares
    Change vs previous 13F -149,196 shares

    0.02% of the 13F portfolio, value $2,097,259.

    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 173,803 shares
    Change vs previous 13F -8,455 shares

    0.15% of the 13F portfolio, value $13,733,876.

    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 182,258 shares
    Change vs previous 13F -825 shares

    0.17% of the 13F portfolio, value $14,569,721.

    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 183,083 shares
    Change vs previous 13F -63,763 shares

    0.21% of the 13F portfolio, value $16,642,202.

    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 246,846 shares
    Change vs previous 13F +62,523 shares

    0.29% of the 13F portfolio, value $23,129,493.

    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 184,323 shares
    Change vs previous 13F -2,664 shares

    0.21% of the 13F portfolio, value $16,756,767.

    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 186,987 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,411,048.

    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).