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RWA WEALTH PARTNERS, LLC: FHLC position timeline

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

RWA WEALTH PARTNERS, LLC held 100,771 FHLC 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 100,771 shares
    Change vs previous 13F -13,412 shares

    0.07% of the 13F portfolio, value $7,784,577.

    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 114,183 shares
    Change vs previous 13F -2,169 shares

    0.09% of the 13F portfolio, value $8,033,939.

    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 116,352 shares
    Change vs previous 13F -30,416 shares

    0.09% of the 13F portfolio, value $8,642,633.

    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 146,768 shares
    Change vs previous 13F -43,505 shares

    0.11% of the 13F portfolio, value $9,814,376.

    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 190,273 shares
    Change vs previous 13F -48,484 shares

    0.15% of the 13F portfolio, value $12,167,972.

    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 238,757 shares
    Change vs previous 13F -17,131 shares

    0.21% of the 13F portfolio, value $16,311,908.

    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 255,888 shares
    Change vs previous 13F -2,613 shares

    0.21% of the 13F portfolio, value $16,722,308.

    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 258,501 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,818,903.

    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).