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RWA WEALTH PARTNERS, LLC: IBDV position timeline

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

RWA WEALTH PARTNERS, LLC held 434,649 IBDV 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 434,649 shares
    Change vs previous 13F +1,344 shares

    0.09% of the 13F portfolio, value $9,475,348.

    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 433,305 shares
    Change vs previous 13F +392 shares

    0.1% of the 13F portfolio, value $9,485,046.

    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 432,913 shares
    Change vs previous 13F +680 shares

    0.1% of the 13F portfolio, value $9,554,390.

    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 432,233 shares
    Change vs previous 13F +12,976 shares

    0.11% of the 13F portfolio, value $9,573,961.

    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 419,257 shares
    Change vs previous 13F +853 shares

    0.12% of the 13F portfolio, value $9,215,269.

    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 418,404 shares
    Change vs previous 13F +74,578 shares

    0.11% of the 13F portfolio, value $9,087,735.

    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 343,826 shares
    Change vs previous 13F +93,992 shares

    0.09% of the 13F portfolio, value $7,344,123.

    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 249,834 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,538,820.

    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).