Skip to content
Disclosery

Retirement Wealth Solutions LLC: TM position timeline

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

Retirement Wealth Solutions LLC held 109 TM 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 109 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $19,958.

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

  2. period ended2026-06-30
    13F 99 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $16,674.

    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 116 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $23,907.

    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 109 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $23,333.

    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 109 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $20,829.

    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 79 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $13,609.

    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 90 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $15,888.

    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 70 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,843.

    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).