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Retirement Wealth Solutions LLC: VEA position timeline

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

Retirement Wealth Solutions LLC held 213,390 VEA 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 213,390 shares
    Change vs previous 13F -1,030 shares

    7.96% of the 13F portfolio, value $15,067,496.

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

  2. period ended2026-06-30
    13F 214,420 shares
    Change vs previous 13F -6,823 shares

    8.42% of the 13F portfolio, value $15,277,443.

    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 221,243 shares
    Change vs previous 13F -24,768 shares

    8.94% of the 13F portfolio, value $14,177,261.

    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 246,011 shares
    Change vs previous 13F -4,178 shares

    9.71% of the 13F portfolio, value $15,368,332.

    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 250,189 shares
    Change vs previous 13F -5,693 shares

    9.85% of the 13F portfolio, value $14,991,321.

    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 255,882 shares
    Change vs previous 13F -6,897 shares

    10.65% of the 13F portfolio, value $14,587,818.

    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 262,779 shares
    Change vs previous 13F +1,021 shares

    10.78% of the 13F portfolio, value $13,357,078.

    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 261,758 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $12,441,349.

    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).