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RWA WEALTH PARTNERS, LLC: SPG position timeline

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

RWA WEALTH PARTNERS, LLC held 23,228 SPG 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 23,228 shares
    Change vs previous 13F -590 shares

    0.05% of the 13F portfolio, value $5,194,935.

    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 23,818 shares
    Change vs previous 13F -807 shares

    0.05% of the 13F portfolio, value $4,442,793.

    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 24,625 shares
    Change vs previous 13F -2,771 shares

    0.05% of the 13F portfolio, value $4,558,333.

    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 27,396 shares
    Change vs previous 13F -34,377 shares

    0.06% of the 13F portfolio, value $5,141,334.

    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 61,773 shares
    Change vs previous 13F -6,068 shares

    0.12% of the 13F portfolio, value $9,930,570.

    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 67,841 shares
    Change vs previous 13F +28,361 shares

    0.14% of the 13F portfolio, value $11,267,070.

    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 39,480 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,798,808.

    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).