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Retirement Wealth Solutions LLC: IJH position timeline

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

Retirement Wealth Solutions LLC held 14,271 IJH 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 14,271 shares
    Change vs previous 13F +34 shares

    0.54% of the 13F portfolio, value $1,026,835.

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

  2. period ended2026-06-30
    13F 14,237 shares
    Change vs previous 13F -3,600 shares

    0.6% of the 13F portfolio, value $1,097,792.

    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 17,837 shares
    Change vs previous 13F -64 shares

    0.76% of the 13F portfolio, value $1,204,543.

    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 17,901 shares
    Change vs previous 13F +821 shares

    0.75% of the 13F portfolio, value $1,181,467.

    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 17,080 shares
    Change vs previous 13F +11 shares

    0.73% of the 13F portfolio, value $1,114,662.

    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 17,069 shares
    Change vs previous 13F +2,432 shares

    0.77% of the 13F portfolio, value $1,058,615.

    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 14,637 shares
    Change vs previous 13F +7 shares

    0.69% of the 13F portfolio, value $854,073.

    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 14,630 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $905,443.

    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).