Retirement Wealth Solutions LLC

SEC CIK: 0002044741
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv 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.

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

Shares (Q2 2026): 28
Value: $1.37K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of FISV by Retirement Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28	$1.37K	<0.1%	−10−26.3%	Reduced	Holders
Q1 2026	38	$2.12K	<0.1%	+38	New	Holders