Retirement Wealth Solutions LLC: BSV position timeline

Retirement Wealth Solutions LLC held 77,099 BSV 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 77,099 shares

   Change vs previous 13F -479 shares

   3.11% of the 13F portfolio, value $5,890,347.

   13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
   Accepted 2026-10-07 17:06:07 UTC, ingested 2026-10-07 17:07:30 UTC

2. period ended2026-06-30

   13F 77,578 shares

   Change vs previous 13F +1,083 shares

   3.33% of the 13F portfolio, value $6,044,099.

   13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 76,495 shares

   Change vs previous 13F +5,918 shares

   3.78% of the 13F portfolio, value $5,997,965.

   13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 70,577 shares

   Change vs previous 13F +1,871 shares

   3.51% of the 13F portfolio, value $5,562,180.

   13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 68,706 shares

   Change vs previous 13F +527 shares

   3.56% of the 13F portfolio, value $5,421,555.

   13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 68,179 shares

   Change vs previous 13F -2,273 shares

   3.92% of the 13F portfolio, value $5,365,659.

   13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 70,452 shares

   Change vs previous 13F +3,410 shares

   4.45% of the 13F portfolio, value $5,514,948.

   13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 67,042 shares

   Change vs previous 13F not available

   4.36% of the 13F portfolio, value $5,160,924.

   13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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