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Retirement Wealth Solutions LLC: VOO position timeline

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

Retirement Wealth Solutions LLC held 39,491 VOO 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 39,491 shares
    Change vs previous 13F -366 shares

    14.62% of the 13F portfolio, value $27,677,579.

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

  2. period ended2026-06-30
    13F 39,857 shares
    Change vs previous 13F -1,507 shares

    15.08% of the 13F portfolio, value $27,374,508.

    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 41,364 shares
    Change vs previous 13F +70 shares

    15.58% of the 13F portfolio, value $24,716,978.

    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 41,294 shares
    Change vs previous 13F -79 shares

    16.37% of the 13F portfolio, value $25,896,876.

    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 41,373 shares
    Change vs previous 13F -677 shares

    16.65% of the 13F portfolio, value $25,336,198.

    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 42,050 shares
    Change vs previous 13F -473 shares

    17.44% of the 13F portfolio, value $23,885,690.

    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 42,523 shares
    Change vs previous 13F -2,345 shares

    17.63% of the 13F portfolio, value $21,852,914.

    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 44,868 shares
    Change vs previous 13F not available

    20.25% of the 13F portfolio, value $23,954,689.

    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).