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RWA WEALTH PARTNERS, LLC: NULV position timeline

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

RWA WEALTH PARTNERS, LLC held 100,126 NULV 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 100,126 shares
    Change vs previous 13F -6,917 shares

    0.05% of the 13F portfolio, value $5,005,289.

    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 107,043 shares
    Change vs previous 13F +321 shares

    0.05% of the 13F portfolio, value $4,870,447.

    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 106,722 shares
    Change vs previous 13F -18,087 shares

    0.05% of the 13F portfolio, value $4,807,813.

    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 124,809 shares
    Change vs previous 13F +479 shares

    0.06% of the 13F portfolio, value $5,469,992.

    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 124,330 shares
    Change vs previous 13F -35,449 shares

    0.07% of the 13F portfolio, value $5,211,280.

    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 159,779 shares
    Change vs previous 13F -1,937 shares

    0.08% of the 13F portfolio, value $6,469,440.

    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 161,716 shares
    Change vs previous 13F +2,436 shares

    0.08% of the 13F portfolio, value $6,366,748.

    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 159,280 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,645,182.

    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).