Retirement Wealth Solutions LLC

SEC CIK: 0002044741
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

CBU holding history

Community Financial System, 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.

CBU overview All 13F holders of CBU Full Q2 2026 holdings

Shares (Q2 2026): 40
Value: $2.69K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CBU by Retirement Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	40	$2.69K	<0.1%	+5+14.3%	Added	Holders
Q1 2026	35	$2.05K	<0.1%	+13+59.1%	Added	Holders
Q4 2025	22	$1.26K	<0.1%	+2+10.0%	Added	Holders
Q3 2025	20	$1.17K	<0.1%	+20	New	Holders