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RWA WEALTH PARTNERS, LLC: EDV position timeline

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

RWA WEALTH PARTNERS, LLC held 875,815 EDV 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 875,815 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $56,998,040.

    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 875,815 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $56,884,184.

    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 875,815 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $56,936,733.

    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 875,815 shares
    Change vs previous 13F +29,717 shares

    0.68% of the 13F portfolio, value $59,949,537.

    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 846,098 shares
    Change vs previous 13F -28,126 shares

    0.71% of the 13F portfolio, value $56,942,395.

    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 874,224 shares
    Change vs previous 13F +68,534 shares

    0.78% of the 13F portfolio, value $62,166,069.

    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 805,690 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $54,561,327.

    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).