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RWA WEALTH PARTNERS, LLC: IWR position timeline

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

RWA WEALTH PARTNERS, LLC held 78,993 IWR 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 78,993 shares
    Change vs previous 13F +4,494 shares

    0.08% of the 13F portfolio, value $8,714,540.

    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 74,499 shares
    Change vs previous 13F -167 shares

    0.08% of the 13F portfolio, value $7,243,565.

    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 74,666 shares
    Change vs previous 13F -8,472 shares

    0.08% of the 13F portfolio, value $7,188,128.

    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 83,138 shares
    Change vs previous 13F +55 shares

    0.09% of the 13F portfolio, value $8,027,006.

    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 83,083 shares
    Change vs previous 13F -179 shares

    0.1% of the 13F portfolio, value $7,641,173.

    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 83,262 shares
    Change vs previous 13F -1,344 shares

    0.09% of the 13F portfolio, value $7,083,091.

    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 84,606 shares
    Change vs previous 13F -145 shares

    0.09% of the 13F portfolio, value $7,479,153.

    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 84,751 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,469,936.

    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).