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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

PTC holding history

PTC 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.

PTC overviewAll 13F holders of PTCFull Q2 2026 holdings

Shares (Q2 2026)
9
Value
$1.02K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PTC by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269$1.02K<0.1%−23−71.9%ReducedHolders
Q1 202632$4.56K<0.1%+32NewHolders