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RWA WEALTH PARTNERS, LLC: IBDX position timeline

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

RWA WEALTH PARTNERS, LLC held 165,231 IBDX 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 165,231 shares
    Change vs previous 13F +1,772 shares

    0.04% of the 13F portfolio, value $4,162,169.

    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 163,459 shares
    Change vs previous 13F -3,738 shares

    0.05% of the 13F portfolio, value $4,130,609.

    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 167,197 shares
    Change vs previous 13F +8,746 shares

    0.05% of the 13F portfolio, value $4,268,539.

    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 158,451 shares
    Change vs previous 13F +3,947 shares

    0.05% of the 13F portfolio, value $4,059,515.

    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 154,504 shares
    Change vs previous 13F +3,257 shares

    0.05% of the 13F portfolio, value $3,906,634.

    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 151,247 shares
    Change vs previous 13F +17,577 shares

    0.05% of the 13F portfolio, value $3,779,663.

    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 133,670 shares
    Change vs previous 13F +116,666 shares

    0.04% of the 13F portfolio, value $3,285,609.

    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 17,004 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,173.

    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).