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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

LAD holding history

Lithia Motors 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.

LAD overviewAll 13F holders of LADFull Q2 2026 holdings

Shares (Q2 2026)
29
Value
$8.43K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of LAD by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629$8.43K<0.1%+2+7.4%AddedHolders
Q1 202627$6.74K<0.1%−3−10.0%ReducedHolders
Q4 202530$9.97K<0.1%00.0%UnchangedHolders
Q3 202530$9.48K<0.1%−1−3.2%ReducedHolders
Q2 202531$10.5K<0.1%00.0%UnchangedHolders
Q1 202531$9.10K<0.1%00.0%UnchangedHolders
Q4 202431$10.6K<0.1%–No prior filingHolders