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RWA WEALTH PARTNERS, LLC: IWF position timeline

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

RWA WEALTH PARTNERS, LLC held 357,371 IWF 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 357,371 shares
    Change vs previous 13F +282,747 shares

    0.42% of the 13F portfolio, value $44,374,690.

    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 74,624 shares
    Change vs previous 13F +664 shares

    0.35% of the 13F portfolio, value $31,819,746.

    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 73,960 shares
    Change vs previous 13F -56,148 shares

    0.38% of the 13F portfolio, value $35,005,265.

    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 130,108 shares
    Change vs previous 13F -11,502 shares

    0.69% of the 13F portfolio, value $60,943,590.

    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 141,610 shares
    Change vs previous 13F +52,163 shares

    0.75% of the 13F portfolio, value $60,124,742.

    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 89,447 shares
    Change vs previous 13F -64,060 shares

    0.41% of the 13F portfolio, value $32,298,341.

    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 153,507 shares
    Change vs previous 13F +23,322 shares

    0.76% of the 13F portfolio, value $61,645,239.

    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 130,185 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $48,868,947.

    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).