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Retirement Wealth Solutions LLC: NWG position timeline

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

Retirement Wealth Solutions LLC held 819 NWG 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 819 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $14,865.

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

  2. period ended2026-06-30
    13F 849 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $14,968.

    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 780 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $11,622.

    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 842 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $14,735.

    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 831 shares
    Change vs previous 13F +468 shares

    0.01% of the 13F portfolio, value $11,759.

    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 363 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $5,137.

    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 165 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,967.

    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).