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RWA WEALTH PARTNERS, LLC: VTC position timeline

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

RWA WEALTH PARTNERS, LLC held 24,633 VTC 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 24,633 shares
    Change vs previous 13F -3,020 shares

    0.02% of the 13F portfolio, value $1,891,781.

    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 27,653 shares
    Change vs previous 13F -4,140 shares

    0.02% of the 13F portfolio, value $2,124,552.

    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 31,793 shares
    Change vs previous 13F -985 shares

    0.03% of the 13F portfolio, value $2,468,387.

    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 32,778 shares
    Change vs previous 13F -1,094 shares

    0.03% of the 13F portfolio, value $2,569,149.

    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 33,872 shares
    Change vs previous 13F -13,504 shares

    0.03% of the 13F portfolio, value $2,619,353.

    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 47,376 shares
    Change vs previous 13F -13,812 shares

    0.05% of the 13F portfolio, value $3,638,488.

    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 61,188 shares
    Change vs previous 13F -1,282 shares

    0.06% of the 13F portfolio, value $4,632,563.

    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 62,470 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,953,876.

    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).