Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: SPGI position timeline

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

RWA WEALTH PARTNERS, LLC held 24,271 SPGI 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 24,271 shares
    Change vs previous 13F -8,433 shares

    0.09% of the 13F portfolio, value $9,884,694.

    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 32,704 shares
    Change vs previous 13F -19,888 shares

    0.15% of the 13F portfolio, value $13,910,335.

    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 52,592 shares
    Change vs previous 13F +16,981 shares

    0.3% of the 13F portfolio, value $27,483,941.

    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 35,611 shares
    Change vs previous 13F +480 shares

    0.2% of the 13F portfolio, value $17,332,439.

    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 35,131 shares
    Change vs previous 13F +318 shares

    0.23% of the 13F portfolio, value $18,524,225.

    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 34,813 shares
    Change vs previous 13F +1,323 shares

    0.22% of the 13F portfolio, value $17,688,689.

    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 33,490 shares
    Change vs previous 13F +26,373 shares

    0.21% of the 13F portfolio, value $16,679,239.

    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 7,117 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,677,002.

    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).