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Retirement Wealth Solutions LLC: EFV position timeline

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

Retirement Wealth Solutions LLC held 55,643 EFV 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 55,643 shares
    Change vs previous 13F +7,490 shares

    2.33% of the 13F portfolio, value $4,403,570.

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

  2. period ended2026-06-30
    13F 48,153 shares
    Change vs previous 13F -15,320 shares

    2.03% of the 13F portfolio, value $3,686,151.

    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 63,473 shares
    Change vs previous 13F +891 shares

    2.98% of the 13F portfolio, value $4,719,218.

    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 62,582 shares
    Change vs previous 13F +334 shares

    2.82% of the 13F portfolio, value $4,468,981.

    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 62,248 shares
    Change vs previous 13F -2,204 shares

    2.77% of the 13F portfolio, value $4,222,278.

    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 64,452 shares
    Change vs previous 13F +19,046 shares

    2.99% of the 13F portfolio, value $4,091,409.

    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 45,406 shares
    Change vs previous 13F +1,314 shares

    2.16% of the 13F portfolio, value $2,676,233.

    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 44,092 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,287,496.

    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).