Retirement Wealth Solutions LLC

SEC CIK: 0002044741
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

NLY holding history

Annaly Capital Management 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.

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

Shares (Q2 2026): 229
Value: $5.12K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of NLY by Retirement Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	229	$5.12K	<0.1%	+20+9.6%	Added	Holders
Q1 2026	209	$4.42K	<0.1%	+29+16.1%	Added	Holders
Q4 2025	180	$4.03K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	180	$3.64K	<0.1%	+180	New	Holders