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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

COLB holding history

Columbia Banking 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.

COLB overviewAll 13F holders of COLBFull Q2 2026 holdings

Shares (Q2 2026)
47
Value
$1.50K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of COLB by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647$1.50K<0.1%+3+6.8%AddedHolders
Q1 202644$1.21K<0.1%−11−20.0%ReducedHolders
Q4 202555$1.54K<0.1%−20−26.7%ReducedHolders
Q3 202575$1.93K<0.1%−141−65.3%ReducedHolders
Q2 2025216$5.05K<0.1%00.0%UnchangedHolders
Q1 2025216$5.39K<0.1%+53+32.5%AddedHolders
Q4 2024163$4.28K<0.1%–No prior filingHolders