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Retirement Wealth Solutions LLC: FIS position timeline

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

Retirement Wealth Solutions LLC held 2,573 FIS 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 2,573 shares
    Change vs previous 13F +53 shares

    0.04% of the 13F portfolio, value $84,653.

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

  2. period ended2026-06-30
    13F 2,520 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $97,988.

    13F-HR 0002044741-26-000003 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).

  3. period ended2026-03-31
    13F 2,524 shares
    Change vs previous 13F -1,646 shares

    0.07% of the 13F portfolio, value $118,385.

    13F-HR 0002044741-26-000002 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).

  4. period ended2025-12-31
    13F 4,170 shares
    Change vs previous 13F -13 shares

    0.18% of the 13F portfolio, value $277,166.

    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).

  5. period ended2025-09-30
    13F 4,183 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $275,808.

    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).

  6. period ended2025-06-30
    13F 4,149 shares
    Change vs previous 13F +9 shares

    0.25% of the 13F portfolio, value $337,742.

    13F-HR 0002044741-25-000004 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).

  7. period ended2025-03-31
    13F 4,140 shares
    Change vs previous 13F +146 shares

    0.25% of the 13F portfolio, value $309,174.

    13F-HR 0002044741-25-000002 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).

  8. period ended2024-12-31
    13F 3,994 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $308,051.

    13F-HR 0002044741-25-000001 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).