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RWA WEALTH PARTNERS, LLC: FLOT position timeline

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

RWA WEALTH PARTNERS, LLC held 87,036 FLOT 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 87,036 shares
    Change vs previous 13F -1,543 shares

    0.04% of the 13F portfolio, value $4,443,198.

    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 88,579 shares
    Change vs previous 13F -18,322 shares

    0.05% of the 13F portfolio, value $4,513,112.

    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 106,901 shares
    Change vs previous 13F -6,819 shares

    0.06% of the 13F portfolio, value $5,436,960.

    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 113,720 shares
    Change vs previous 13F +333 shares

    0.07% of the 13F portfolio, value $5,809,369.

    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 113,387 shares
    Change vs previous 13F -6,368 shares

    0.07% of the 13F portfolio, value $5,784,999.

    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 119,755 shares
    Change vs previous 13F -9,535 shares

    0.08% of the 13F portfolio, value $6,113,501.

    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 129,290 shares
    Change vs previous 13F -12,288 shares

    0.08% of the 13F portfolio, value $6,578,276.

    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 141,578 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,226,120.

    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).