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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Retirement Wealth Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
0
Value
$38
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of BR by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$38<0.1%−17−100.0%ReducedHolders
Q1 202617$2.79K<0.1%−28−62.2%ReducedHolders
Q4 202545$10.1K<0.1%00.0%UnchangedHolders
Q3 202545$10.7K<0.1%−13−22.4%ReducedHolders
Q2 202558$14.1K<0.1%00.0%UnchangedHolders
Q1 202558$14.0K<0.1%00.0%UnchangedHolders
Q4 202458$12.8K<0.1%–No prior filingHolders