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Retirement Wealth Solutions LLC: VWO position timeline

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

Retirement Wealth Solutions LLC held 102,768 VWO 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 102,768 shares
    Change vs previous 13F -1,645 shares

    3.22% of the 13F portfolio, value $6,095,162.

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

  2. period ended2026-06-30
    13F 104,413 shares
    Change vs previous 13F -3,972 shares

    3.43% of the 13F portfolio, value $6,232,403.

    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 108,385 shares
    Change vs previous 13F -12,346 shares

    3.69% of the 13F portfolio, value $5,858,205.

    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 120,731 shares
    Change vs previous 13F +458 shares

    4.1% of the 13F portfolio, value $6,490,494.

    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 120,273 shares
    Change vs previous 13F -2,343 shares

    4.28% of the 13F portfolio, value $6,516,410.

    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 122,616 shares
    Change vs previous 13F -1,402 shares

    4.43% of the 13F portfolio, value $6,064,607.

    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 124,018 shares
    Change vs previous 13F +7,197 shares

    4.53% of the 13F portfolio, value $5,613,033.

    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 116,821 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $5,001,114.

    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).