Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: IUSG position timeline

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

RWA WEALTH PARTNERS, LLC held 119,223 IUSG 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 119,223 shares
    Change vs previous 13F +372 shares

    0.21% of the 13F portfolio, value $22,424,738.

    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 118,851 shares
    Change vs previous 13F +3,084 shares

    0.2% of the 13F portfolio, value $18,434,916.

    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 115,767 shares
    Change vs previous 13F -705 shares

    0.21% of the 13F portfolio, value $19,441,834.

    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 116,472 shares
    Change vs previous 13F -371 shares

    0.22% of the 13F portfolio, value $19,164,300.

    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 116,843 shares
    Change vs previous 13F -462 shares

    0.22% of the 13F portfolio, value $17,573,172.

    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 117,305 shares
    Change vs previous 13F -5,562 shares

    0.19% of the 13F portfolio, value $14,907,099.

    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 122,867 shares
    Change vs previous 13F -10,407 shares

    0.21% of the 13F portfolio, value $17,121,568.

    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 133,274 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,580,199.

    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).