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RWA WEALTH PARTNERS, LLC: TDVG position timeline

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

RWA WEALTH PARTNERS, LLC held 7,706 TDVG 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 7,706 shares
    Change vs previous 13F -5,631 shares

    <0.01% of the 13F portfolio, value $377,834.

    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 13,337 shares
    Change vs previous 13F -33,189 shares

    0.01% of the 13F portfolio, value $595,218.

    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 46,526 shares
    Change vs previous 13F -1,790 shares

    0.02% of the 13F portfolio, value $2,092,280.

    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 48,316 shares
    Change vs previous 13F -981 shares

    0.02% of the 13F portfolio, value $2,123,990.

    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 49,297 shares
    Change vs previous 13F -7,601 shares

    0.03% of the 13F portfolio, value $2,089,188.

    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 56,898 shares
    Change vs previous 13F -3,237 shares

    0.03% of the 13F portfolio, value $2,298,665.

    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 60,135 shares
    Change vs previous 13F +1,140 shares

    0.03% of the 13F portfolio, value $2,380,753.

    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 58,995 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,416,428.

    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).