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RWA WEALTH PARTNERS, LLC: V position timeline

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

RWA WEALTH PARTNERS, LLC held 221,234 V 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 221,234 shares
    Change vs previous 13F +10,160 shares

    0.73% of the 13F portfolio, value $75,903,481.

    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 211,074 shares
    Change vs previous 13F +33,350 shares

    0.7% of the 13F portfolio, value $63,795,008.

    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 177,724 shares
    Change vs previous 13F +8,947 shares

    0.68% of the 13F portfolio, value $62,329,561.

    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 168,777 shares
    Change vs previous 13F +2,501 shares

    0.65% of the 13F portfolio, value $57,617,076.

    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 166,276 shares
    Change vs previous 13F -2,178 shares

    0.74% of the 13F portfolio, value $59,036,423.

    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 168,454 shares
    Change vs previous 13F -9,276 shares

    0.74% of the 13F portfolio, value $59,036,799.

    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 177,730 shares
    Change vs previous 13F -5 shares

    0.69% of the 13F portfolio, value $56,169,971.

    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 177,735 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $48,868,201.

    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).