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RWA WEALTH PARTNERS, LLC: MUB position timeline

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

RWA WEALTH PARTNERS, LLC held 2,248,617 MUB 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 2,248,617 shares
    Change vs previous 13F -82,974 shares

    2.32% of the 13F portfolio, value $241,996,184.

    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 2,331,591 shares
    Change vs previous 13F -35,380 shares

    2.71% of the 13F portfolio, value $247,498,375.

    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 2,366,971 shares
    Change vs previous 13F -28,440 shares

    2.77% of the 13F portfolio, value $253,526,255.

    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 2,395,411 shares
    Change vs previous 13F -28,269 shares

    2.9% of the 13F portfolio, value $255,087,266.

    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 2,423,680 shares
    Change vs previous 13F -259,566 shares

    3.17% of the 13F portfolio, value $253,226,119.

    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 2,683,246 shares
    Change vs previous 13F -97,350 shares

    3.57% of the 13F portfolio, value $282,921,417.

    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 2,780,596 shares
    Change vs previous 13F -13,279 shares

    3.65% of the 13F portfolio, value $296,272,535.

    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 2,793,875 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $303,498,593.

    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).