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Retirement Wealth Solutions LLC: OEF position timeline

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

Retirement Wealth Solutions LLC held 1,955 OEF 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 1,955 shares
    Change vs previous 13F -122 shares

    0.39% of the 13F portfolio, value $747,034.

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

  2. period ended2026-06-30
    13F 2,077 shares
    Change vs previous 13F -87 shares

    0.42% of the 13F portfolio, value $759,977.

    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 2,164 shares
    Change vs previous 13F -9,047 shares

    0.43% of the 13F portfolio, value $688,360.

    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 11,211 shares
    Change vs previous 13F +240 shares

    2.43% of the 13F portfolio, value $3,845,097.

    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 10,971 shares
    Change vs previous 13F +4,652 shares

    2.4% of the 13F portfolio, value $3,651,601.

    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 6,319 shares
    Change vs previous 13F +1,391 shares

    1.4% of the 13F portfolio, value $1,923,188.

    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 4,928 shares
    Change vs previous 13F +2,900 shares

    1.08% of the 13F portfolio, value $1,334,651.

    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 2,028 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $579,441.

    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).