Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: VOT position timeline

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

RWA WEALTH PARTNERS, LLC held 28,625 VOT 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 28,625 shares
    Change vs previous 13F -1,355 shares

    0.08% of the 13F portfolio, value $8,768,004.

    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 29,980 shares
    Change vs previous 13F -918 shares

    0.08% of the 13F portfolio, value $7,715,576.

    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 30,898 shares
    Change vs previous 13F -308 shares

    0.09% of the 13F portfolio, value $8,625,054.

    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 31,206 shares
    Change vs previous 13F -518 shares

    0.1% of the 13F portfolio, value $9,168,093.

    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 31,724 shares
    Change vs previous 13F -496 shares

    0.11% of the 13F portfolio, value $9,022,127.

    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 32,220 shares
    Change vs previous 13F -318 shares

    0.1% of the 13F portfolio, value $7,882,180.

    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 32,538 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $8,256,686.

    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 32,529 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,919,832.

    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).