Retirement Wealth Solutions LLC

SEC CIK: 0002044741
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

IX holding history

Orix Corp 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.

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

Shares (Q2 2026): 153
Value: $5.82K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of IX by Retirement Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	153	$5.82K	<0.1%	+106+225.5%	Added	Holders
Q1 2026	47	$1.41K	<0.1%	+47	New	Holders
Q4 2025	0	$0	0.0%	−57−100.0%	Sold out	Holders
Q3 2025	57	$1.49K	<0.1%	+57	New	Holders