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RWA WEALTH PARTNERS, LLC: TER position timeline

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

RWA WEALTH PARTNERS, LLC held 27,407 TER 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 27,407 shares
    Change vs previous 13F -1,603 shares

    0.13% of the 13F portfolio, value $13,260,471.

    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 29,010 shares
    Change vs previous 13F -1,423 shares

    0.09% of the 13F portfolio, value $8,600,222.

    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 30,433 shares
    Change vs previous 13F +2,864 shares

    0.06% of the 13F portfolio, value $5,890,683.

    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 27,569 shares
    Change vs previous 13F +262 shares

    0.04% of the 13F portfolio, value $3,794,598.

    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 27,307 shares
    Change vs previous 13F +1,423 shares

    0.03% of the 13F portfolio, value $2,455,446.

    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 25,884 shares
    Change vs previous 13F -1,478 shares

    0.03% of the 13F portfolio, value $2,138,019.

    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 27,362 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $3,445,423.

    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 27,398 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,669,475.

    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).