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Retirement Wealth Solutions LLC: USMV position timeline

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

Retirement Wealth Solutions LLC held 5,543 USMV 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 5,543 shares
    Change vs previous 13F +1,468 shares

    0.29% of the 13F portfolio, value $540,105.

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

  2. period ended2026-06-30
    13F 4,075 shares
    Change vs previous 13F +1,725 shares

    0.22% of the 13F portfolio, value $393,075.

    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 2,350 shares
    Change vs previous 13F +225 shares

    0.14% of the 13F portfolio, value $217,902.

    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 2,125 shares
    Change vs previous 13F +286 shares

    0.13% of the 13F portfolio, value $200,083.

    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 1,839 shares
    Change vs previous 13F -1,463 shares

    0.11% of the 13F portfolio, value $174,953.

    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 3,302 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $309,960.

    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 3,300 shares
    Change vs previous 13F +3,272 shares

    0.25% of the 13F portfolio, value $309,056.

    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 28 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,413.

    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).