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Retirement Wealth Solutions LLC: WDC position timeline

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

Retirement Wealth Solutions LLC held 95 WDC 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 95 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $43,174.

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

  2. period ended2026-06-30
    13F 49 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $31,298.

    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 48 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $12,984.

    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 18 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,101.

    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).