SEC 13F Intelligence

Kw Wealth Management LLC / RIO

Kw Wealth Management LLC’s Rio Tinto PLC Position

Does Kw Wealth Management LLC own Rio Tinto PLC (RIO)? Not currently — the last reported position was 10.3K shares worth $827,719 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$827,719
Q4 2025
Shares
10.3K
% of Portfolio
+1.26%
Quarters Held
2
position exited

Position History RIO

Reported value by quarter
Q3 ’25: $679,679Q3 ’25Q4 ’25: $827,719Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202510.3K$827,719+1.26%
Q3 202510.3K$679,679+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of RIO.