Retirement Wealth Solutions LLC
PensionPosition in ADC — Agree Realty Corp
CIK 2044741
MARSHFIELD, WI
Position in ADC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,211
+$5 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#470
of 489 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $10,015 across 5 REIT - Retail names. ADC ranks #3 (12.1% of the industry book) .
All Filings in ADC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211 | 16 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,206 | 16 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $792 | 11 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $639 | 9 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||