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Retirement Wealth Solutions LLC: IVV position timeline

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

Retirement Wealth Solutions LLC held 31,007 IVV 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 31,007 shares
    Change vs previous 13F +646 shares

    12.55% of the 13F portfolio, value $23,746,855.

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

  2. period ended2026-06-30
    13F 30,361 shares
    Change vs previous 13F +6,273 shares

    12.53% of the 13F portfolio, value $22,736,724.

    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 24,088 shares
    Change vs previous 13F +3,933 shares

    9.92% of the 13F portfolio, value $15,734,315.

    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 20,155 shares
    Change vs previous 13F +1,122 shares

    8.72% of the 13F portfolio, value $13,804,972.

    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 19,033 shares
    Change vs previous 13F +640 shares

    8.37% of the 13F portfolio, value $12,738,564.

    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 18,393 shares
    Change vs previous 13F -3,258 shares

    8.34% of the 13F portfolio, value $11,420,123.

    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 21,651 shares
    Change vs previous 13F +698 shares

    9.82% of the 13F portfolio, value $12,165,862.

    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 20,953 shares
    Change vs previous 13F not available

    10.33% of the 13F portfolio, value $12,222,539.

    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).