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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
161
Value
$82.6K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of MA by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026161$82.6K<0.1%00.0%UnchangedHolders
Q1 2026161$80.3K0.1%−43−21.1%ReducedHolders
Q4 2025204$116.3K0.1%00.0%UnchangedHolders
Q3 2025204$115.9K0.1%−6−2.9%ReducedHolders
Q2 2025210$117.8K0.1%+13+6.6%AddedHolders
Q1 2025197$107.8K0.1%−22−10.0%ReducedHolders
Q4 2024219$110.3K0.1%–No prior filingHolders