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RWA WEALTH PARTNERS, LLC: DSI position timeline

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

RWA WEALTH PARTNERS, LLC held 3,995 DSI 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 3,995 shares
    Change vs previous 13F -800 shares

    0.01% of the 13F portfolio, value $568,848.

    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 4,795 shares
    Change vs previous 13F -700 shares

    0.01% of the 13F portfolio, value $581,106.

    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 5,495 shares
    Change vs previous 13F -1,912 shares

    0.01% of the 13F portfolio, value $707,921.

    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 7,407 shares
    Change vs previous 13F -639 shares

    0.01% of the 13F portfolio, value $932,912.

    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 8,046 shares
    Change vs previous 13F -756 shares

    0.01% of the 13F portfolio, value $934,623.

    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 8,802 shares
    Change vs previous 13F -203 shares

    0.01% of the 13F portfolio, value $901,413.

    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 9,005 shares
    Change vs previous 13F +393 shares

    0.01% of the 13F portfolio, value $992,801.

    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 8,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $936,899.

    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).