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
- period ended2026-06-3013F 44,763 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,355 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,752 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,260 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 51,995 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 52,071 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,089 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,612 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).