Skip to main content

Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

WEX holding history

WEX 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.

WEX overviewAll 13F holders of WEXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2025
Holdings of WEX by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7−100.0%Sold outHolders
Q1 20267$1.07K<0.1%+7NewHolders
Q4 20250$00.0%−2−100.0%Sold outHolders
Q3 20252$316<0.1%+2NewHolders