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White & Co Financial Planning Inc: RWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White & Co Financial Planning Inc on RWO, newest first. How the timeline and the estimate are built.

White & Co Financial Planning Inc held 131,163 RWO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,163 shares
    Change vs previous 13F +2,722 shares

    4.04% of the 13F portfolio, value $6,520,124.

    13F-HR 0002039300-26-000006 filed by White & Co Financial Planning Inc
    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 128,441 shares
    Change vs previous 13F +7,763 shares

    4.13% of the 13F portfolio, value $5,878,744.

    13F-HR 0002039300-26-000004 filed by White & Co Financial Planning Inc
    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 120,678 shares
    Change vs previous 13F -87 shares

    4.06% of the 13F portfolio, value $5,432,928.

    13F-HR 0002039300-26-000002 filed by White & Co Financial Planning Inc
    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 120,765 shares
    Change vs previous 13F +3,191 shares

    4.16% of the 13F portfolio, value $5,527,419.

    13F-HR 0002039300-25-000009 filed by White & Co Financial Planning Inc
    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 117,574 shares
    Change vs previous 13F +1,546 shares

    4.14% of the 13F portfolio, value $5,177,973.

    13F-HR 0002039300-25-000006 filed by White & Co Financial Planning Inc
    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 116,028 shares
    Change vs previous 13F -701 shares

    4.33% of the 13F portfolio, value $5,029,815.

    13F-HR 0002039300-25-000003 filed by White & Co Financial Planning Inc
    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/A 116,729 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $5,006,498.

    13F-HR/A 0001941040-25-000076 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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