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Retirement Management Systems Inc.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Management Systems Inc. on IWF, newest first. How the timeline and the estimate are built.

Retirement Management Systems Inc. held 31,155 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,155 shares
    Change vs previous 13F +23,548 shares

    0.79% of the 13F portfolio, value $3,868,522.

    13F-HR 0002085853-26-000787 filed by Retirement Management Systems Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,607 shares
    Change vs previous 13F -160 shares

    0.78% of the 13F portfolio, value $3,243,866.

    13F-HR 0002085853-26-000372 filed by Retirement Management Systems Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,767 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,676,327.

    13F-HR 0002085853-26-000261 filed by Retirement Management Systems Inc.
    Filed (acceptance time not in the bulk data set), ingested

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