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RWA WEALTH PARTNERS, LLC: VFVA position timeline

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

RWA WEALTH PARTNERS, LLC held 72,691 VFVA 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 72,691 shares
    Change vs previous 13F -4,007 shares

    0.1% of the 13F portfolio, value $10,789,528.

    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 76,698 shares
    Change vs previous 13F -6,310 shares

    0.11% of the 13F portfolio, value $10,324,255.

    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 83,008 shares
    Change vs previous 13F -10,412 shares

    0.12% of the 13F portfolio, value $11,021,812.

    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 93,420 shares
    Change vs previous 13F -26,975 shares

    0.14% of the 13F portfolio, value $11,914,845.

    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 120,395 shares
    Change vs previous 13F -389,414 shares

    0.18% of the 13F portfolio, value $14,242,690.

    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 509,809 shares
    Change vs previous 13F -24,745 shares

    0.73% of the 13F portfolio, value $58,118,190.

    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 534,554 shares
    Change vs previous 13F -65,752 shares

    0.78% of the 13F portfolio, value $63,279,262.

    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 600,306 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $72,360,945.

    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).