RETIREMENT INCOME SOLUTIONS, INC: CWI position timeline

RETIREMENT INCOME SOLUTIONS, INC held 26,562 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 26,562 shares

   Change vs previous 13F -2,561 shares

   0.17% of the 13F portfolio, value $971,904.

   13F-HR 0001730386-26-000005 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 29,123 shares

   Change vs previous 13F +1,020 shares

   0.18% of the 13F portfolio, value $1,065,611.

   13F-HR 0001730386-26-000003 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 28,103 shares

   Change vs previous 13F -726 shares

   0.17% of the 13F portfolio, value $1,009,460.

   13F-HR 0001730386-26-000002 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 28,829 shares

   Change vs previous 13F -628 shares

   0.17% of the 13F portfolio, value $1,006,709.

   13F-HR 0001730386-25-000004 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 29,457 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $962,066.

   13F-HR 0000950123-25-006374 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).