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RWA WEALTH PARTNERS, LLC: SPBO position timeline

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

RWA WEALTH PARTNERS, LLC held 828,567 SPBO 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 828,567 shares
    Change vs previous 13F -122,890 shares

    0.23% of the 13F portfolio, value $24,061,574.

    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 951,457 shares
    Change vs previous 13F -97,857 shares

    0.3% of the 13F portfolio, value $27,620,789.

    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 1,049,314 shares
    Change vs previous 13F -110,876 shares

    0.34% of the 13F portfolio, value $30,786,880.

    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 1,160,190 shares
    Change vs previous 13F -239,448 shares

    0.39% of the 13F portfolio, value $34,376,418.

    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 1,399,638 shares
    Change vs previous 13F -6,202,147 shares

    0.51% of the 13F portfolio, value $40,897,414.

    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 7,601,785 shares
    Change vs previous 13F -6,176,449 shares

    2.78% of the 13F portfolio, value $220,679,811.

    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 13,778,234 shares
    Change vs previous 13F +390,898 shares

    4.86% of the 13F portfolio, value $394,608,604.

    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 13,387,336 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $402,021,720.

    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).