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Retirement Wealth Solutions LLC: BND position timeline

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

Retirement Wealth Solutions LLC held 10,202 BND 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 10,202 shares
    Change vs previous 13F +466 shares

    0.38% of the 13F portfolio, value $715,646.

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

  2. period ended2026-06-30
    13F 9,736 shares
    Change vs previous 13F +55 shares

    0.39% of the 13F portfolio, value $714,689.

    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 9,681 shares
    Change vs previous 13F +602 shares

    0.45% of the 13F portfolio, value $712,879.

    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 9,079 shares
    Change vs previous 13F +335 shares

    0.42% of the 13F portfolio, value $672,450.

    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 8,744 shares
    Change vs previous 13F +117 shares

    0.43% of the 13F portfolio, value $650,308.

    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 8,627 shares
    Change vs previous 13F +82 shares

    0.46% of the 13F portfolio, value $635,175.

    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 8,545 shares
    Change vs previous 13F +257 shares

    0.51% of the 13F portfolio, value $627,613.

    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 8,288 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $590,444.

    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).