Retirement Wealth Solutions LLC
PensionPosition in PRVA — Privia Health Group, Inc.
CIK 2044741
MARSHFIELD, WI
Position in PRVA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,286
+$669 QoQ
Shares Held
50
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#278
of 298 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $5,218 across 3 Health Information Services names. PRVA ranks #3 (24.6% of the industry book) .
All Filings in PRVA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286 | 50 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $617 | 30 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $569 | 24 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $473 | 19 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||