Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: ESGV position timeline

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

RWA WEALTH PARTNERS, LLC held 164,394 ESGV 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 164,394 shares
    Change vs previous 13F +494 shares

    0.21% of the 13F portfolio, value $21,739,526.

    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 163,900 shares
    Change vs previous 13F +7,395 shares

    0.2% of the 13F portfolio, value $18,401,027.

    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 156,505 shares
    Change vs previous 13F -14,183 shares

    0.21% of the 13F portfolio, value $18,930,826.

    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 170,688 shares
    Change vs previous 13F -504 shares

    0.23% of the 13F portfolio, value $20,216,315.

    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 171,192 shares
    Change vs previous 13F -23,842 shares

    0.23% of the 13F portfolio, value $18,769,472.

    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 195,034 shares
    Change vs previous 13F -9,578 shares

    0.24% of the 13F portfolio, value $19,103,531.

    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 204,612 shares
    Change vs previous 13F -3,610 shares

    0.26% of the 13F portfolio, value $21,461,734.

    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 208,222 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,165,771.

    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).