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Focus Partners Wealth: RWL position timeline

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

Focus Partners Wealth held 38,013 RWL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,013 shares
    Change vs previous 13F -1,900 shares

    <0.01% of the 13F portfolio, value $4,856,611.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,191 shares
    • Focus Partners Advisor Solutions, LLC: 1,822 shares

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

  2. period ended2026-03-31
    13F 39,913 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $4,586,512.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,312 shares
    • Focus Partners Advisor Solutions, LLC: 3,601 shares

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

  3. period ended2025-12-31
    13F 39,964 shares
    Change vs previous 13F +1,522 shares

    <0.01% of the 13F portfolio, value $4,576,092.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,371 shares
    • Focus Partners Advisor Solutions, LLC: 3,593 shares

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

  4. period ended2025-09-30
    13F 38,442 shares
    Change vs previous 13F +9,032 shares

    0.01% of the 13F portfolio, value $4,254,101.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 29,410 shares
    Change vs previous 13F -8,528 shares

    0.01% of the 13F portfolio, value $3,067,138.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 37,938 shares
    Change vs previous 13F +7,795 shares

    0.01% of the 13F portfolio, value $3,768,730.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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 30,143 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,951,572.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 30,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,956,092.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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