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RWA WEALTH PARTNERS, LLC: VIG position timeline

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

RWA WEALTH PARTNERS, LLC held 339,068 VIG 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 339,068 shares
    Change vs previous 13F +25,339 shares

    0.77% of the 13F portfolio, value $80,230,368.

    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 313,729 shares
    Change vs previous 13F +12,565 shares

    0.74% of the 13F portfolio, value $67,470,511.

    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 301,164 shares
    Change vs previous 13F +205,832 shares

    0.72% of the 13F portfolio, value $66,189,790.

    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 95,332 shares
    Change vs previous 13F -3,484 shares

    0.23% of the 13F portfolio, value $20,571,630.

    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 98,816 shares
    Change vs previous 13F -3,930 shares

    0.25% of the 13F portfolio, value $20,224,689.

    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 102,746 shares
    Change vs previous 13F -2,651 shares

    0.25% of the 13F portfolio, value $19,931,736.

    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 105,397 shares
    Change vs previous 13F -1,296 shares

    0.25% of the 13F portfolio, value $20,639,789.

    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 106,693 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,131,637.

    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).