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Retirement Wealth Solutions LLC: PM position timeline

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

Retirement Wealth Solutions LLC held 422 PM 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 422 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $80,503.

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

  2. period ended2026-06-30
    13F 394 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $71,208.

    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 393 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $65,027.

    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).

  4. period ended2025-12-31
    13F 467 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $74,923.

    13F-HR 0002044741-26-000001 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).

  5. period ended2025-09-30
    13F 465 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $75,389.

    13F-HR 0002044741-25-000005 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).

  6. period ended2025-06-30
    13F 463 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $84,317.

    13F-HR 0002044741-25-000004 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).

  7. period ended2025-03-31
    13F 461 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $73,142.

    13F-HR 0002044741-25-000002 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).

  8. period ended2024-12-31
    13F 458 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $53,655.

    13F-HR 0002044741-25-000001 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).