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RWA WEALTH PARTNERS, LLC: IVE position timeline

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

RWA WEALTH PARTNERS, LLC held 112,262 IVE 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 112,262 shares
    Change vs previous 13F +18,489 shares

    0.24% of the 13F portfolio, value $25,490,289.

    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 93,773 shares
    Change vs previous 13F -1,868 shares

    0.22% of the 13F portfolio, value $19,800,151.

    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 95,641 shares
    Change vs previous 13F -13,578 shares

    0.22% of the 13F portfolio, value $20,282,650.

    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 109,219 shares
    Change vs previous 13F -8,247 shares

    0.26% of the 13F portfolio, value $22,554,946.

    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 117,466 shares
    Change vs previous 13F -5,722 shares

    0.29% of the 13F portfolio, value $22,955,305.

    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 123,188 shares
    Change vs previous 13F -81,444 shares

    0.3% of the 13F portfolio, value $23,477,272.

    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 204,632 shares
    Change vs previous 13F -7,255 shares

    0.48% of the 13F portfolio, value $39,060,123.

    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 211,887 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $41,777,703.

    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).