Skip to content

Wealth Management Partners, LLC: RWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on RWL, newest first. How the timeline and the estimate are built.

Wealth Management Partners, LLC held 44,763 RWL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,763 shares
    Change vs previous 13F -592 shares

    1.35% of the 13F portfolio, value $5,718,921.

    13F-HR 0001843294-26-000004 filed by Wealth Management 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 45,355 shares
    Change vs previous 13F -2,397 shares

    1.49% of the 13F portfolio, value $5,211,743.

    13F-HR 0001843294-26-000002 filed by Wealth Management 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 47,752 shares
    Change vs previous 13F -3,508 shares

    1.56% of the 13F portfolio, value $5,467,604.

    13F-HR 0001843294-26-000001 filed by Wealth Management 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 51,260 shares
    Change vs previous 13F -735 shares

    1.8% of the 13F portfolio, value $5,672,432.

    13F-HR 0001843294-25-000004 filed by Wealth Management 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 51,995 shares
    Change vs previous 13F -76 shares

    1.92% of the 13F portfolio, value $5,444,396.

    13F-HR 0001085146-25-003755 filed by Wealth Management 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 52,071 shares
    Change vs previous 13F -18 shares

    2.4% of the 13F portfolio, value $5,172,733.

    13F-HR 0001085146-25-002028 filed by Wealth Management 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 52,089 shares
    Change vs previous 13F -5,523 shares

    2.2% of the 13F portfolio, value $5,100,555.

    13F-HR 0001085146-25-000272 filed by Wealth Management 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 57,612 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $5,650,009.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).