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Disclosery

Retirement Wealth Solutions LLC: CDW position timeline

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

Retirement Wealth Solutions LLC held 143 CDW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 143 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $18,327.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3 shares

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $478.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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