RWA WEALTH PARTNERS, LLC: VTIP position timeline

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

RWA WEALTH PARTNERS, LLC held 168,213 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 168,213 shares
Change vs previous 13F +22,720 shares
0.08% of the 13F portfolio, value $8,449,356.
13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 145,493 shares
Change vs previous 13F +145,493 shares
0.08% of the 13F portfolio, value $7,267,376.
13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -6,230 shares
13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 6,230 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $307,201.
13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).