Retirement Wealth Solutions LLC

SEC CIK: 0002044741
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

PMT holding history

PennyMac Mortgage Investment Trust 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.

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

Shares (Q2 2026): 87
Value: $982
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of PMT by Retirement Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	87	$982	<0.1%	+57+190.0%	Added	Holders
Q1 2026	30	$350	<0.1%	00.0%	Unchanged	Holders
Q4 2025	30	$377	<0.1%	00.0%	Unchanged	Holders
Q3 2025	30	$368	<0.1%	+30	New	Holders