Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: ITA position timeline

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

RWA WEALTH PARTNERS, LLC held 2,895 ITA 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 2,895 shares
    Change vs previous 13F +950 shares

    0.01% of the 13F portfolio, value $701,708.

    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 1,945 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $425,380.

    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 1,945 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $417,485.

    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 1,945 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $406,926.

    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 1,945 shares
    Change vs previous 13F -15,294 shares

    <0.01% of the 13F portfolio, value $366,828.

    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 17,239 shares
    Change vs previous 13F +15,294 shares

    0.03% of the 13F portfolio, value $2,639,173.

    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 1,945 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $282,647.

    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 1,945 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,989.

    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).