Financial & Tax Architects, LLC RWX — STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF

Ownership history in Financial & Tax Architects, LLC  ·  1 quarter on record

AI Ownership Summary

Financial & Tax Architects, LLC reported STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF (RWX) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.09% in 2026 Q3. The latest visible filing shows RWX at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial & Tax Architects, LLC's position in STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RWX was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial & Tax Architects, LLC held RWX — position size vs. price
% of Fund (quarterly)    RWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 16,623 — — 0.09% $422K 2026-10-15 $25.47

FAQ About Financial & Tax Architects, LLC and RWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial & Tax Architects, LLC reported owning RWX?

Financial & Tax Architects, LLC reported RWX across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported RWX position in Financial & Tax Architects, LLC's portfolio?

The largest reported portfolio weight for RWX was 0.09% in 2026 Q3.

What is the latest reported RWX position on this page?

The most recent filing on this page is 2026 Q3, when Financial & Tax Architects, LLC reported 16,623 shares, equal to 0.09% of portfolio, with an estimated market value of $422K.

What does the chart on this RWX ownership page compare?

The chart compares Financial & Tax Architects, LLC's quarterly RWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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