Retirement Wealth Solutions LLC OGN — ORGANON & CO

Ownership history in Retirement Wealth Solutions LLC  ·  8 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported ORGANON & CO (OGN) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. The latest visible filing shows OGN 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 OGN 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 ORGANON & CO, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q3

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.

OGN stock page Retirement Wealth Solutions LLC fund profile Retirement Wealth Solutions LLC full holdings
How Retirement Wealth Solutions LLC held OGN — position size vs. price
% of Fund (quarterly)    OGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 8 — 0% 0.00% $116 2026-10-07 $13.79
2026 Q2 UNCHANGED — — — 8 — 0% 0.00% $115 2026-07-07 $13.49
2026 Q1 REDUCED 77.1% +126.6% ❌ 8 -27 -77.1% 0.00% $51 2026-04-07 $6.10
2025 Q4 UNCHANGED — — — 35 — 0% 0.00% $254 2026-01-07 $8.15
2025 Q3 UNCHANGED — — — 35 — 0% 0.00% $378 2025-10-08 $10.16
2025 Q2 UNCHANGED — — — 35 — 0% 0.00% $342 2025-07-07 $9.62
2025 Q1 ADDED — — — 35 +8 +29.6% 0.00% $524 2025-04-08 $11.50
2024 Q4 INITIATED — — — 27 — — 0.00% $421 2025-01-15 $15.25

🏢 Other funds also holding OGN

As of 2026 Q3 — sorted by position size

Atlas Brown,Inc. 3Y 7Y 0.04% Douglas Lane & Associates, LLC 3Y 7Y 0.02% CACTI ASSET MANAGEMENT LLC 3Y 7Y 0.02% Sound Income Strategies, LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.0% Wedmont Private Capital 3Y 0.0% ELEVATION WEALTH PARTNERS, LLC 3Y 0.0% Bullock Wealth Management Group 0.0% Bank & Trust Co 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Retirement Wealth Solutions LLC and OGN

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 OGN?

Retirement Wealth Solutions LLC reported OGN across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

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

The largest reported portfolio weight for OGN was 0.00% in 2025 Q1.

What is the latest reported OGN position on this page?

The most recent filing on this page is 2026 Q3, when Retirement Wealth Solutions LLC reported 8 shares, equal to 0.00% of portfolio, with an estimated market value of $116.

What does the chart on this OGN ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly OGN 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 OGN position?

Based on 13F filing dates vs. subsequent OGN price moves, Retirement Wealth Solutions LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on OGN relative to SPY over the holding period was +2116.5%.

← Back to Retirement Wealth Solutions LLC Holdings