Retirement Wealth Solutions LLC: TFI position timeline

Retirement Wealth Solutions LLC held 26,651 TFI 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 26,651 shares

   Change vs previous 13F +19,478 shares

   0.6% of the 13F portfolio, value $1,139,864.

   13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
   Accepted 2026-10-07 17:06:07 UTC, ingested 2026-10-07 17:07:30 UTC

2. period ended2026-06-30

   13F 7,173 shares

   Change vs previous 13F -6,922 shares

   0.18% of the 13F portfolio, value $328,524.

   13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 14,095 shares

   Change vs previous 13F +6,890 shares

   0.4% of the 13F portfolio, value $639,068.

   13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 7,205 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $329,341.

   13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).