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Retirement Wealth Solutions LLC: ITA position timeline

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

Retirement Wealth Solutions LLC held 2,219 ITA 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 2,219 shares
    Change vs previous 13F -1,443 shares

    0.24% of the 13F portfolio, value $459,733.

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

  2. period ended2026-06-30
    13F 3,662 shares
    Change vs previous 13F +681 shares

    0.49% of the 13F portfolio, value $887,743.

    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 2,981 shares
    Change vs previous 13F -2,711 shares

    0.41% of the 13F portfolio, value $652,094.

    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 5,692 shares
    Change vs previous 13F +189 shares

    0.77% of the 13F portfolio, value $1,222,016.

    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 5,503 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,151,558.

    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).