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RWA WEALTH PARTNERS, LLC: QUAL position timeline

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

RWA WEALTH PARTNERS, LLC held 33,144 QUAL 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 33,144 shares
    Change vs previous 13F -3,493 shares

    0.07% of the 13F portfolio, value $7,272,875.

    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 36,637 shares
    Change vs previous 13F -6,397 shares

    0.08% of the 13F portfolio, value $7,027,433.

    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 43,034 shares
    Change vs previous 13F -67,256 shares

    0.09% of the 13F portfolio, value $8,547,510.

    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 110,290 shares
    Change vs previous 13F -8,397 shares

    0.24% of the 13F portfolio, value $21,451,523.

    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 118,687 shares
    Change vs previous 13F -101,918 shares

    0.27% of the 13F portfolio, value $21,698,296.

    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 220,605 shares
    Change vs previous 13F -15,300 shares

    0.48% of the 13F portfolio, value $37,699,178.

    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 235,905 shares
    Change vs previous 13F -29,312 shares

    0.52% of the 13F portfolio, value $42,009,896.

    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 265,217 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $47,553,404.

    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).