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Retirement Wealth Solutions LLC: IVW position timeline

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

Retirement Wealth Solutions LLC held 54,962 IVW 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 54,962 shares
    Change vs previous 13F +4,549 shares

    4.13% of the 13F portfolio, value $7,818,896.

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

  2. period ended2026-06-30
    13F 50,413 shares
    Change vs previous 13F +3,424 shares

    3.82% of the 13F portfolio, value $6,933,333.

    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 46,989 shares
    Change vs previous 13F +4,557 shares

    3.35% of the 13F portfolio, value $5,314,979.

    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 42,432 shares
    Change vs previous 13F +2,334 shares

    3.31% of the 13F portfolio, value $5,230,218.

    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 40,098 shares
    Change vs previous 13F +4,320 shares

    3.18% of the 13F portfolio, value $4,840,577.

    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 35,778 shares
    Change vs previous 13F -682 shares

    2.88% of the 13F portfolio, value $3,939,162.

    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 36,460 shares
    Change vs previous 13F +6,261 shares

    2.73% of the 13F portfolio, value $3,384,562.

    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 30,199 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $3,052,563.

    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).