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
- period ended2026-09-3013F 2,573 sharesChange 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 - period ended2026-06-3013F 2,520 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,524 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,170 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,183 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,149 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,140 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,994 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).