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RWA WEALTH PARTNERS, LLC: EFG position timeline

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

RWA WEALTH PARTNERS, LLC held 125,564 EFG 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 125,564 shares
    Change vs previous 13F +1,025 shares

    0.15% of the 13F portfolio, value $15,622,703.

    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 124,539 shares
    Change vs previous 13F +968 shares

    0.15% of the 13F portfolio, value $13,869,917.

    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 123,571 shares
    Change vs previous 13F -156 shares

    0.15% of the 13F portfolio, value $14,077,158.

    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 123,727 shares
    Change vs previous 13F -4,866 shares

    0.16% of the 13F portfolio, value $14,090,049.

    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 128,593 shares
    Change vs previous 13F +2,722 shares

    0.18% of the 13F portfolio, value $14,402,392.

    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 125,871 shares
    Change vs previous 13F -48,350 shares

    0.16% of the 13F portfolio, value $12,587,143.

    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 174,221 shares
    Change vs previous 13F +45,030 shares

    0.21% of the 13F portfolio, value $16,869,862.

    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 129,191 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,907,364.

    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).