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Retirement Wealth Solutions LLC: LMUB position timeline

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

Retirement Wealth Solutions LLC held 8,535 LMUB 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 8,535 shares
    Change vs previous 13F -18,004 shares

    0.21% of the 13F portfolio, value $396,963.

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

  2. period ended2026-06-30
    13F 26,539 shares
    Change vs previous 13F +7,647 shares

    0.75% of the 13F portfolio, value $1,359,328.

    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 18,892 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $943,278.

    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).