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RWA WEALTH PARTNERS, LLC: VBK position timeline

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

RWA WEALTH PARTNERS, LLC held 375,004 VBK 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 375,004 shares
    Change vs previous 13F +6,592 shares

    1.31% of the 13F portfolio, value $137,139,080.

    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 368,412 shares
    Change vs previous 13F +15,961 shares

    1.22% of the 13F portfolio, value $111,352,542.

    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 352,451 shares
    Change vs previous 13F -13,544 shares

    1.16% of the 13F portfolio, value $106,478,902.

    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 365,995 shares
    Change vs previous 13F +8,691 shares

    1.24% of the 13F portfolio, value $108,927,475.

    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 357,304 shares
    Change vs previous 13F +23,706 shares

    1.24% of the 13F portfolio, value $98,951,748.

    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 333,598 shares
    Change vs previous 13F +12,918 shares

    1.06% of the 13F portfolio, value $83,989,905.

    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 320,680 shares
    Change vs previous 13F +20,371 shares

    1.11% of the 13F portfolio, value $89,809,575.

    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 300,309 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $80,293,597.

    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).