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RWA WEALTH PARTNERS, LLC: DHR position timeline

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

RWA WEALTH PARTNERS, LLC held 133,981 DHR 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 133,981 shares
    Change vs previous 13F +44,575 shares

    0.24% of the 13F portfolio, value $25,520,664.

    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 89,406 shares
    Change vs previous 13F -1,893 shares

    0.19% of the 13F portfolio, value $16,951,308.

    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 91,299 shares
    Change vs previous 13F -1,002 shares

    0.23% of the 13F portfolio, value $20,900,265.

    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 92,301 shares
    Change vs previous 13F +11,410 shares

    0.21% of the 13F portfolio, value $18,299,553.

    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 80,891 shares
    Change vs previous 13F +74,446 shares

    0.2% of the 13F portfolio, value $15,979,214.

    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 6,445 shares
    Change vs previous 13F -6,411 shares

    0.02% of the 13F portfolio, value $1,321,133.

    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 12,856 shares
    Change vs previous 13F +960 shares

    0.04% of the 13F portfolio, value $2,950,975.

    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 11,896 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,307,214.

    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).