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RWA WEALTH PARTNERS, LLC: SAN position timeline

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

RWA WEALTH PARTNERS, LLC held 844,907 SAN 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 844,907 shares
    Change vs previous 13F +67,709 shares

    0.11% of the 13F portfolio, value $11,659,711.

    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 777,198 shares
    Change vs previous 13F +20,709 shares

    0.1% of the 13F portfolio, value $8,766,790.

    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 756,489 shares
    Change vs previous 13F +62,034 shares

    0.1% of the 13F portfolio, value $8,873,614.

    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 694,455 shares
    Change vs previous 13F -4,314 shares

    0.08% of the 13F portfolio, value $7,277,892.

    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 698,769 shares
    Change vs previous 13F -1,009,898 shares

    0.07% of the 13F portfolio, value $5,799,786.

    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 1,708,667 shares
    Change vs previous 13F -27,396 shares

    0.14% of the 13F portfolio, value $11,448,072.

    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 1,736,063 shares
    Change vs previous 13F +39,517 shares

    0.1% of the 13F portfolio, value $7,916,449.

    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 1,696,546 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,652,385.

    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).