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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

RJF holding history

Raymond James Financial 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
48
Value
$7.36K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of RJF by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648$7.36K<0.1%−1−2.0%ReducedHolders
Q1 202649$7.13K<0.1%+1+2.1%AddedHolders
Q4 202548$7.73K<0.1%00.0%UnchangedHolders
Q3 202548$8.28K<0.1%+3+6.7%AddedHolders
Q2 202545$6.88K<0.1%00.0%UnchangedHolders
Q1 202545$6.21K<0.1%00.0%UnchangedHolders
Q4 202445$6.87K<0.1%–No prior filingHolders