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Retirement Wealth Solutions LLC: EFG position timeline

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

Retirement Wealth Solutions LLC held 27,725 EFG 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 27,725 shares
    Change vs previous 13F -4,298 shares

    1.76% of the 13F portfolio, value $3,322,275.

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

  2. period ended2026-06-30
    13F 32,023 shares
    Change vs previous 13F +2,683 shares

    2.2% of the 13F portfolio, value $3,984,332.

    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 29,340 shares
    Change vs previous 13F +20,848 shares

    2.06% of the 13F portfolio, value $3,267,576.

    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 8,492 shares
    Change vs previous 13F -1,473 shares

    0.61% of the 13F portfolio, value $967,389.

    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 9,965 shares
    Change vs previous 13F -7,859 shares

    0.75% of the 13F portfolio, value $1,134,867.

    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 17,824 shares
    Change vs previous 13F +710 shares

    1.46% of the 13F portfolio, value $1,996,340.

    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 17,114 shares
    Change vs previous 13F -6,408 shares

    1.38% of the 13F portfolio, value $1,711,431.

    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 23,522 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,274,843.

    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).