Retirement Wealth Solutions LLC: IX position timeline

Retirement Wealth Solutions LLC held 109 IX 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 109 shares

   Change vs previous 13F -44 shares

   <0.01% of the 13F portfolio, value $4,111.

   13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
   Accepted 2026-10-07 17:06:07 UTC, ingested 2026-10-07 17:07:30 UTC

2. period ended2026-06-30

   13F 153 shares

   Change vs previous 13F +106 shares

   <0.01% of the 13F portfolio, value $5,821.

   13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 47 shares

   Change vs previous 13F +47 shares

   <0.01% of the 13F portfolio, value $1,410.

   13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -57 shares

   13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-09-30

   13F 57 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,489.

   13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).