Riverwater Partners LLC

Position in PWP — Perella Weinberg Partners

CIK 1882572 Milwaukee, WI

Position in PWP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$741,294

-$897,482 QoQ

Shares Held

46,447

-48.5% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#73

of 163 holders

Holding Since

Jun 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Riverwater Partners LLC holds $8,322,759 across 5 Capital Markets names. PWP ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	43,552	$3,440,647
2	SCHW	Schwab Charles Corp	23,399	$2,159,025
3	SF	Stifel Financial Corp	24,008	$1,675,038
4	PWP	Perella Weinberg Partners This page	46,447	$741,294
5	HLI	Houlihan Lokey, Inc.	2,287	$306,755

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$741,294	46,447	-48.5%	Shares	Sole	2026-08-14
2026-03-31	$1,638,776	90,241	+431.7%	Shares	Sole	2026-05-08
2024-12-31	$404,588	16,971	-40.0%	Shares	Sole	2025-02-13
2024-09-30	$546,067	28,279	-4.6%	Shares	Sole	2024-10-22
2024-06-30	$481,568	29,635	-10.6%	Shares	Sole	2024-07-19
2024-03-31	$468,621	33,165	-1.5%	Shares	Sole	2024-04-19
2023-12-31	$411,674	33,661	+2.4%	Shares	Sole	2024-01-05
2023-09-30	$334,514	32,860	+142.8%	Shares	Sole	2023-10-18
2023-06-30	$112,738	13,534	—	Shares	Sole	2023-07-18
No filing history on record for this holder in this stock.