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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

D holding history

Dominion Energy, 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.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$957
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of D by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$957<0.1%+4+40.0%AddedHolders
Q1 202610$619<0.1%−1−9.1%ReducedHolders
Q4 202511$645<0.1%−2−15.4%ReducedHolders
Q3 202513$796<0.1%+13NewHolders