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Retirement Wealth Solutions LLC: IEMG position timeline

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

Retirement Wealth Solutions LLC held 54,118 IEMG 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 54,118 shares
    Change vs previous 13F -7,691 shares

    2.32% of the 13F portfolio, value $4,392,177.

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

  2. period ended2026-06-30
    13F 61,809 shares
    Change vs previous 13F -11,133 shares

    2.82% of the 13F portfolio, value $5,120,243.

    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 72,942 shares
    Change vs previous 13F +2,564 shares

    3.21% of the 13F portfolio, value $5,087,671.

    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 70,378 shares
    Change vs previous 13F +13,236 shares

    2.99% of the 13F portfolio, value $4,730,777.

    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 57,142 shares
    Change vs previous 13F +18,824 shares

    2.48% of the 13F portfolio, value $3,766,831.

    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 38,318 shares
    Change vs previous 13F +16,214 shares

    1.68% of the 13F portfolio, value $2,300,257.

    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 22,104 shares
    Change vs previous 13F +15,915 shares

    0.96% of the 13F portfolio, value $1,192,937.

    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 6,189 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $316,799.

    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).