Retirement Wealth Solutions LLC SEM β€” SELECT MED HLDGS CORP

Ownership history in Retirement Wealth Solutions LLC  Β·  4 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported SELECT MED HLDGS CORP (SEM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows SEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in SELECT MED HLDGS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Retirement Wealth Solutions LLC held SEM β€” position size vs. price
% of Fund (quarterly)    SEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 1 β€” 0% 0.00% $17 2026-07-07 $16.51
2026 Q1 REDUCED 96.4% +1.9% ❌ 1 -27 -96.4% 0.00% $17 2026-04-07 $16.29
2025 Q4 ADDED β€” β€” β€” 28 +12 +75.0% 0.00% $416 2026-01-07 $15.08
2025 Q3 INITIATED β€” β€” β€” 16 β€” β€” 0.00% $206 2025-10-08 $14.06

FAQ About Retirement Wealth Solutions LLC and SEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning SEM?

Retirement Wealth Solutions LLC reported SEM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SEM position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for SEM was 0.00% in 2025 Q4.

What is the latest reported SEM position on this page?

The most recent filing on this page is 2026 Q2, when Retirement Wealth Solutions LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $17.

What does the chart on this SEM ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly SEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Retirement Wealth Solutions LLC time their SEM position?

Based on 13F filing dates vs. subsequent SEM price moves, Retirement Wealth Solutions LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SEM relative to SPY over the holding period was +5.9%.

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