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RWA WEALTH PARTNERS, LLC: PFF position timeline

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

RWA WEALTH PARTNERS, LLC held 261,480 PFF 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 261,480 shares
    Change vs previous 13F +42,591 shares

    0.08% of the 13F portfolio, value $7,972,519.

    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 218,889 shares
    Change vs previous 13F -626 shares

    0.07% of the 13F portfolio, value $6,636,742.

    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 219,515 shares
    Change vs previous 13F +71,891 shares

    0.07% of the 13F portfolio, value $6,796,190.

    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 147,624 shares
    Change vs previous 13F +27,463 shares

    0.05% of the 13F portfolio, value $4,667,884.

    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 120,161 shares
    Change vs previous 13F -1,900 shares

    0.05% of the 13F portfolio, value $3,686,548.

    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 122,061 shares
    Change vs previous 13F +4,209 shares

    0.05% of the 13F portfolio, value $3,750,949.

    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 117,852 shares
    Change vs previous 13F +12,818 shares

    0.05% of the 13F portfolio, value $3,705,269.

    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 105,034 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,490,266.

    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).