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Retirement Solution LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Solution LLC on IWD, newest first. How the timeline and the estimate are built.

Retirement Solution LLC held 1,246 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,246 shares
    Change vs previous 13F +88 shares

    0.06% of the 13F portfolio, value $301,951.

    13F-HR 0001914606-26-000006 filed by Retirement Solution LLC
    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 1,158 shares
    Change vs previous 13F -79 shares

    0.06% of the 13F portfolio, value $247,461.

    13F-HR 0001914606-26-000005 filed by Retirement Solution LLC
    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 1,237 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $260,175.

    13F-HR 0001914606-26-000001 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 1,157 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $235,580.

    13F-HR/A 0001914606-26-000004 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 1,159 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $225,123.

    13F-HR/A 0001914606-26-000003 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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