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Retirement Wealth Solutions LLC: IDEF position timeline

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

Retirement Wealth Solutions LLC held 35,227 IDEF 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 35,227 shares
    Change vs previous 13F -7,588 shares

    0.58% of the 13F portfolio, value $1,100,041.

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

  2. period ended2026-06-30
    13F 42,815 shares
    Change vs previous 13F +6,663 shares

    0.75% of the 13F portfolio, value $1,360,661.

    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 36,152 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,182,894.

    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).