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Retirement Wealth Solutions LLC: IWB position timeline

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

Retirement Wealth Solutions LLC held 2,302 IWB 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 2,302 shares
    Change vs previous 13F +28 shares

    0.51% of the 13F portfolio, value $957,932.

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

  2. period ended2026-06-30
    13F 2,274 shares
    Change vs previous 13F +39 shares

    0.51% of the 13F portfolio, value $931,203.

    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 2,235 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $796,912.

    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).