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RWA WEALTH PARTNERS, LLC: MBB position timeline

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

RWA WEALTH PARTNERS, LLC held 133,235 MBB 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 133,235 shares
    Change vs previous 13F -16,066 shares

    0.12% of the 13F portfolio, value $12,593,364.

    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 149,301 shares
    Change vs previous 13F -12,572 shares

    0.16% of the 13F portfolio, value $14,176,141.

    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 161,873 shares
    Change vs previous 13F -20,047 shares

    0.17% of the 13F portfolio, value $15,413,571.

    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 181,920 shares
    Change vs previous 13F -40,990 shares

    0.2% of the 13F portfolio, value $17,309,716.

    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 222,910 shares
    Change vs previous 13F -1,192,725 shares

    0.26% of the 13F portfolio, value $20,929,071.

    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 1,415,635 shares
    Change vs previous 13F -987,719 shares

    1.67% of the 13F portfolio, value $132,758,284.

    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 2,403,354 shares
    Change vs previous 13F +55,789 shares

    2.72% of the 13F portfolio, value $220,339,491.

    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 2,347,565 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $224,920,204.

    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).