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RWA WEALTH PARTNERS, LLC: VTV position timeline

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

RWA WEALTH PARTNERS, LLC held 3,499,691 VTV 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 3,499,691 shares
    Change vs previous 13F +69,100 shares

    7.3% of the 13F portfolio, value $762,687,821.

    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 3,430,591 shares
    Change vs previous 13F -239,278 shares

    7.37% of the 13F portfolio, value $673,082,018.

    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 3,669,869 shares
    Change vs previous 13F -65,242 shares

    7.66% of the 13F portfolio, value $700,908,342.

    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 3,735,111 shares
    Change vs previous 13F +50,804 shares

    7.91% of the 13F portfolio, value $696,560,919.

    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 3,684,307 shares
    Change vs previous 13F -695,410 shares

    8.15% of the 13F portfolio, value $651,164,340.

    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 4,379,717 shares
    Change vs previous 13F -532,292 shares

    9.54% of the 13F portfolio, value $756,552,229.

    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 4,912,009 shares
    Change vs previous 13F +56,140 shares

    10.25% of the 13F portfolio, value $831,603,040.

    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 4,855,869 shares
    Change vs previous 13F not available

    10.58% of the 13F portfolio, value $847,688,976.

    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).