Retirement Wealth Solutions LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Wealth Solutions LLC on MA, newest first. How the timeline and the estimate are built.
Retirement Wealth Solutions LLC held 177 MA shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 177 sharesChange vs previous 13F +16 shares
0.05% of the 13F portfolio, value $97,562.
13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
Accepted , ingested - period ended2026-06-3013F 161 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $82,620.
13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 161 sharesChange vs previous 13F -43 shares
0.05% of the 13F portfolio, value $80,350.
13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 204 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $116,317.
13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 204 sharesChange vs previous 13F -6 shares
0.08% of the 13F portfolio, value $115,866.
13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 210 sharesChange vs previous 13F +13 shares
0.09% of the 13F portfolio, value $117,810.
13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 197 sharesChange vs previous 13F -22 shares
0.09% of the 13F portfolio, value $107,760.
13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 219 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $110,293.
13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).