Retirement Wealth Solutions LLC: OWL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Wealth Solutions LLC on OWL, newest first. How the timeline and the estimate are built.
Retirement Wealth Solutions LLC held 162 OWL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 162 sharesChange vs previous 13F -171 shares
<0.01% of the 13F portfolio, value $1,473.
13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
Accepted , ingested - period ended2026-06-3013F 333 sharesChange vs previous 13F +143 shares
<0.01% of the 13F portfolio, value $2,914.
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 190 sharesChange vs previous 13F +156 shares
<0.01% of the 13F portfolio, value $1,735.
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 34 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $508.
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 30 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $508.
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).