RWEM ADVISORS INNER CIRCLE FD III
FollowETF (fund)
7 managers (7 13F filers) reported a position in RWEM shares at 2025-03-31, 662,952 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 3
- Added
- 2
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 662,952
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 533,654 | $12M | 1.55% | +75,830 | 13F-HRTimeline |
| Coppell Advisory Solutions LLC | 85,816 | $1.98M | 0.28% | new | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 28,896 | $648K | <0.01% | new | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 9,812 | $220K | <0.01% | new | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 4,624 | $104K | <0.01% | +4,074 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 150 | $3.36K | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |