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Retirement Wealth Solutions LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Wealth Solutions LLC on BIV, newest first. How the timeline and the estimate are built.

Retirement Wealth Solutions LLC held 34,676 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,676 shares
    Change vs previous 13F -33 shares

    1.34% of the 13F portfolio, value $2,526,509.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,709 shares
    Change vs previous 13F -713 shares

    1.47% of the 13F portfolio, value $2,662,191.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,422 shares
    Change vs previous 13F +3,695 shares

    1.72% of the 13F portfolio, value $2,733,865.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,727 shares
    Change vs previous 13F +433 shares

    1.56% of the 13F portfolio, value $2,470,918.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,294 shares
    Change vs previous 13F +260 shares

    1.61% of the 13F portfolio, value $2,443,773.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,034 shares
    Change vs previous 13F -1,085 shares

    1.75% of the 13F portfolio, value $2,400,206.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,119 shares
    Change vs previous 13F +1,929 shares

    1.98% of the 13F portfolio, value $2,459,389.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,190 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,231,682.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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