Retirement Wealth Solutions LLCETFConcentrated trader

CIK: 0002044741 | MARSHFIELD, WI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	907	$189.2M	2026-10-07	SEC ↗
Q2 2026	13F-HR	811	$181.5M	2026-07-07	SEC ↗
Q1 2026	13F-HR	822	$158.6M	2026-04-07	SEC ↗
Q4 2025	13F-HR	760	$158.2M	2026-01-07	SEC ↗
Q3 2025	13F-HR	831	$152.2M	2025-10-08	SEC ↗
Q2 2025	13F-HR	445	$137.0M	2025-07-07	SEC ↗
Q1 2025	13F-HR	435	$123.9M	2025-04-08	SEC ↗
Q4 2024	13F-HR	439	$118.3M	2025-01-15	SEC ↗