Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: IWM position timeline

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

RWA WEALTH PARTNERS, LLC held 8,736 IWM 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 8,736 shares
    Change vs previous 13F +1,338 shares

    0.03% of the 13F portfolio, value $2,624,973.

    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 7,398 shares
    Change vs previous 13F +293 shares

    0.02% of the 13F portfolio, value $1,834,823.

    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 7,105 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $1,749,083.

    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 6,803 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $1,646,136.

    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 6,570 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $1,417,824.

    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 6,200 shares
    Change vs previous 13F +963 shares

    0.02% of the 13F portfolio, value $1,236,925.

    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 5,237 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $1,157,226.

    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 5,399 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,192,590.

    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).