Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: VBR position timeline

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

RWA WEALTH PARTNERS, LLC held 535,469 VBR 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 535,469 shares
    Change vs previous 13F +12,661 shares

    1.25% of the 13F portfolio, value $130,113,491.

    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 522,808 shares
    Change vs previous 13F +26,084 shares

    1.24% of the 13F portfolio, value $113,579,987.

    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 496,724 shares
    Change vs previous 13F +12,873 shares

    1.15% of the 13F portfolio, value $105,201,060.

    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 483,851 shares
    Change vs previous 13F +16,440 shares

    1.15% of the 13F portfolio, value $100,984,519.

    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 467,411 shares
    Change vs previous 13F +34,733 shares

    1.14% of the 13F portfolio, value $91,149,960.

    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 432,678 shares
    Change vs previous 13F +21,632 shares

    1.02% of the 13F portfolio, value $80,603,668.

    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 411,046 shares
    Change vs previous 13F +33,873 shares

    1% of the 13F portfolio, value $81,461,158.

    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 377,173 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $75,728,807.

    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).