Retirement Wealth Solutions LLC

SEC CIK: 0002044741
Latest filing: Oct 7, 2026

SEC filings (opens in a new tab)

STT holding history

State Street Corp 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.

STT overview All 13F holders of STT Full Q3 2026 holdings

Shares (Q3 2026): 14
Value: $2.44K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2026

Holdings of STT by Retirement Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	14	$2.44K	<0.1%	+7+100.0%	Added	Holders
Q2 2026	7	$1.19K	<0.1%	+2+40.0%	Added	Holders
Q1 2026	5	$633	<0.1%	+5	New	Holders