LSTR β€” LANDSTAR SYS INC

Ownership history in Retirement Wealth Solutions LLC  Β·  6 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported LANDSTAR SYS INC (LSTR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows LSTR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in LANDSTAR SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LSTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Retirement Wealth Solutions LLC held LSTR β€” position size vs. price
% of Fund (quarterly)    LSTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 39 -5 -11.4% 0.00% $6K 2026-04-07 $166.84
2025 Q4 UNCHANGED 44 β€” 0% 0.00% $6K 2026-01-07 $148.45
2025 Q3 REDUCED 44 -39 -47.0% 0.00% $5K 2025-10-08 $128.44
2025 Q2 ADDED 83 +6 +7.8% 0.01% $12K 2025-07-07 $139.37
2025 Q1 UNCHANGED 77 β€” 0% 0.01% $12K 2025-04-08 $128.26
2024 Q4 INITIATED 77 β€” β€” 0.01% $13K 2025-01-15 $172.43

FAQ About Retirement Wealth Solutions LLC and LSTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning LSTR?

Retirement Wealth Solutions LLC reported LSTR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LSTR position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for LSTR was 0.01% in 2024 Q4.

What is the latest reported LSTR position on this page?

The most recent filing on this page is 2026 Q1, when Retirement Wealth Solutions LLC reported 39 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this LSTR ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly LSTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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