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RWA WEALTH PARTNERS, LLC: HD position timeline

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

RWA WEALTH PARTNERS, LLC held 142,504 HD 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 142,504 shares
    Change vs previous 13F +3,430 shares

    0.48% of the 13F portfolio, value $50,258,266.

    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 139,074 shares
    Change vs previous 13F +21,284 shares

    0.5% of the 13F portfolio, value $45,740,020.

    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 117,790 shares
    Change vs previous 13F +19,664 shares

    0.44% of the 13F portfolio, value $40,531,714.

    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 98,126 shares
    Change vs previous 13F -2,253 shares

    0.45% of the 13F portfolio, value $39,759,849.

    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 100,379 shares
    Change vs previous 13F -449 shares

    0.46% of the 13F portfolio, value $36,802,746.

    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 100,828 shares
    Change vs previous 13F -6,488 shares

    0.47% of the 13F portfolio, value $36,952,382.

    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 107,316 shares
    Change vs previous 13F -15 shares

    0.51% of the 13F portfolio, value $41,744,894.

    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 107,331 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $43,490,324.

    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).