Retirement Wealth Solutions LLC

SEC CIK: 0002044741
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, 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.

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

Shares (Q2 2026): 234
Value: $4.20K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SOFI by Retirement Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	234	$4.20K	<0.1%	+35+17.6%	Added	Holders
Q1 2026	199	$3.16K	<0.1%	−105−34.5%	Reduced	Holders
Q4 2025	304	$7.96K	<0.1%	+23+8.2%	Added	Holders
Q3 2025	281	$7.42K	<0.1%	+281	New	Holders