Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: PEP position timeline

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

RWA WEALTH PARTNERS, LLC held 49,287 PEP 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 49,287 shares
    Change vs previous 13F -3,427 shares

    0.06% of the 13F portfolio, value $6,673,427.

    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 52,714 shares
    Change vs previous 13F -9,586 shares

    0.09% of the 13F portfolio, value $8,185,950.

    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 62,300 shares
    Change vs previous 13F -94,762 shares

    0.1% of the 13F portfolio, value $8,941,269.

    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 157,062 shares
    Change vs previous 13F -76,194 shares

    0.25% of the 13F portfolio, value $22,057,806.

    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 233,256 shares
    Change vs previous 13F -20,533 shares

    0.39% of the 13F portfolio, value $30,799,151.

    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 253,789 shares
    Change vs previous 13F +14,558 shares

    0.48% of the 13F portfolio, value $38,053,038.

    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 239,231 shares
    Change vs previous 13F +24,923 shares

    0.45% of the 13F portfolio, value $36,377,396.

    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 214,308 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $36,443,028.

    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).