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RWA WEALTH PARTNERS, LLC: IVOG position timeline

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

RWA WEALTH PARTNERS, LLC held 33,909 IVOG 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 33,909 shares
    Change vs previous 13F -270 shares

    0.05% of the 13F portfolio, value $4,960,845.

    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 34,179 shares
    Change vs previous 13F +458 shares

    0.05% of the 13F portfolio, value $4,273,438.

    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 33,721 shares
    Change vs previous 13F -19 shares

    0.04% of the 13F portfolio, value $4,053,320.

    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 33,740 shares
    Change vs previous 13F -1,805 shares

    0.05% of the 13F portfolio, value $4,031,176.

    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 35,545 shares
    Change vs previous 13F -6,020 shares

    0.05% of the 13F portfolio, value $4,017,676.

    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 41,565 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $4,288,298.

    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 41,567 shares
    Change vs previous 13F -654 shares

    0.06% of the 13F portfolio, value $4,684,225.

    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 42,221 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,839,803.

    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).