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RWA WEALTH PARTNERS, LLC: NYF position timeline

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

RWA WEALTH PARTNERS, LLC held 174,500 NYF 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 174,500 shares
    Change vs previous 13F -50,426 shares

    0.09% of the 13F portfolio, value $9,406,424.

    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 224,926 shares
    Change vs previous 13F -17,412 shares

    0.13% of the 13F portfolio, value $11,948,046.

    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 242,338 shares
    Change vs previous 13F +58,513 shares

    0.14% of the 13F portfolio, value $12,967,483.

    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 183,825 shares
    Change vs previous 13F -169,655 shares

    0.11% of the 13F portfolio, value $9,807,082.

    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 353,480 shares
    Change vs previous 13F +3,318 shares

    0.23% of the 13F portfolio, value $18,430,454.

    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 350,162 shares
    Change vs previous 13F +9,442 shares

    0.23% of the 13F portfolio, value $18,436,034.

    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 340,720 shares
    Change vs previous 13F -9,044 shares

    0.22% of the 13F portfolio, value $18,133,092.

    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 349,764 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,002,655.

    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).