Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: ZROZ position timeline

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

RWA WEALTH PARTNERS, LLC held 598,288 ZROZ 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 598,288 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $38,350,261.

    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 598,288 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $38,296,415.

    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 598,288 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $38,440,004.

    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 598,288 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $40,659,652.

    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 598,288 shares
    Change vs previous 13F -265,941 shares

    0.5% of the 13F portfolio, value $40,127,176.

    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 864,229 shares
    Change vs previous 13F +83,079 shares

    0.78% of the 13F portfolio, value $61,904,723.

    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 781,150 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $53,602,513.

    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).