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Retirement Wealth Solutions LLC: IVE position timeline

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

Retirement Wealth Solutions LLC held 25,256 IVE 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 25,256 shares
    Change vs previous 13F +987 shares

    3.05% of the 13F portfolio, value $5,765,485.

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

  2. period ended2026-06-30
    13F 24,269 shares
    Change vs previous 13F -355 shares

    3.04% of the 13F portfolio, value $5,510,463.

    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 24,624 shares
    Change vs previous 13F -861 shares

    3.28% of the 13F portfolio, value $5,199,423.

    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 25,485 shares
    Change vs previous 13F +6,787 shares

    3.42% of the 13F portfolio, value $5,404,699.

    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 18,698 shares
    Change vs previous 13F +2,834 shares

    2.54% of the 13F portfolio, value $3,861,248.

    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 15,864 shares
    Change vs previous 13F +2,425 shares

    2.26% of the 13F portfolio, value $3,100,143.

    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 13,439 shares
    Change vs previous 13F +8,583 shares

    2.07% of the 13F portfolio, value $2,561,205.

    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 4,856 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $913,754.

    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).