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Retirement Wealth Solutions LLC: IEFA position timeline

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

Retirement Wealth Solutions LLC held 16,766 IEFA 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 16,766 shares
    Change vs previous 13F -70 shares

    0.86% of the 13F portfolio, value $1,624,256.

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

  2. period ended2026-06-30
    13F 16,836 shares
    Change vs previous 13F +551 shares

    0.9% of the 13F portfolio, value $1,626,003.

    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 16,285 shares
    Change vs previous 13F -100 shares

    0.93% of the 13F portfolio, value $1,474,255.

    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 16,385 shares
    Change vs previous 13F +894 shares

    0.93% of the 13F portfolio, value $1,465,776.

    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 15,491 shares
    Change vs previous 13F -193 shares

    0.89% of the 13F portfolio, value $1,352,483.

    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 15,684 shares
    Change vs previous 13F -1,794 shares

    0.96% of the 13F portfolio, value $1,309,266.

    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 17,478 shares
    Change vs previous 13F -245 shares

    1.07% of the 13F portfolio, value $1,322,246.

    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 17,723 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,236,211.

    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).