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Retirement Wealth Solutions LLC: VXF position timeline

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

Retirement Wealth Solutions LLC held 15,209 VXF 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 15,209 shares
    Change vs previous 13F -108 shares

    1.86% of the 13F portfolio, value $3,522,945.

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

  2. period ended2026-06-30
    13F 15,317 shares
    Change vs previous 13F -655 shares

    2.08% of the 13F portfolio, value $3,771,217.

    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 15,972 shares
    Change vs previous 13F -1,385 shares

    2.07% of the 13F portfolio, value $3,286,991.

    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 17,357 shares
    Change vs previous 13F -18 shares

    2.29% of the 13F portfolio, value $3,629,645.

    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 17,375 shares
    Change vs previous 13F +16 shares

    2.39% of the 13F portfolio, value $3,637,301.

    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 17,359 shares
    Change vs previous 13F -202 shares

    2.44% of the 13F portfolio, value $3,345,266.

    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 17,561 shares
    Change vs previous 13F -2,628 shares

    2.44% of the 13F portfolio, value $3,025,078.

    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 20,189 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $3,814,848.

    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).