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Retirement Wealth Solutions LLC: QUAL position timeline

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

Retirement Wealth Solutions LLC held 6,929 QUAL 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 6,929 shares
    Change vs previous 13F +616 shares

    0.81% of the 13F portfolio, value $1,539,855.

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

  2. period ended2026-06-30
    13F 6,313 shares
    Change vs previous 13F -6,237 shares

    0.76% of the 13F portfolio, value $1,385,253.

    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 12,550 shares
    Change vs previous 13F -614 shares

    1.52% of the 13F portfolio, value $2,407,201.

    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 13,164 shares
    Change vs previous 13F -6,838 shares

    1.65% of the 13F portfolio, value $2,614,578.

    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 20,002 shares
    Change vs previous 13F -358 shares

    2.56% of the 13F portfolio, value $3,890,391.

    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 20,360 shares
    Change vs previous 13F +1,498 shares

    2.72% of the 13F portfolio, value $3,722,271.

    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 18,862 shares
    Change vs previous 13F +5,583 shares

    2.6% of the 13F portfolio, value $3,223,402.

    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 13,279 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,341,762.

    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).