Retirement Wealth Solutions LLC
PensionPosition in ZD — Ziff Davis, Inc.
CIK 2044741
MARSHFIELD, WI
Position in ZD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,251
+$153 QoQ
Shares Held
43
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#238
of 264 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $14,609 across 3 Advertising Agencies names. ZD ranks #2 (15.4% of the industry book) .
All Filings in ZD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,251 | 43 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,098 | 50 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,265 | 36 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,371 | 36 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $938 | 31 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,164 | 31 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,684 | 31 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||