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Retireful, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retireful, LLC on SPY, newest first. How the timeline and the estimate are built.

Retireful, LLC held 8,596 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,596 shares
    Change vs previous 13F +612 shares

    5.65% of the 13F portfolio, value $6,555,567.

    13F-HR 0001085146-26-000843 filed by Retireful, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,984 shares
    Change vs previous 13F +4,636 shares

    5.55% of the 13F portfolio, value $5,962,212.

    13F-HR 0001919176-26-000003 filed by Retireful, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,348 shares
    Change vs previous 13F -2,908 shares

    3.07% of the 13F portfolio, value $2,177,338.

    13F-HR 0001919176-26-000002 filed by Retireful, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,256 shares
    Change vs previous 13F -10,680 shares

    5.39% of the 13F portfolio, value $4,297,935.

    13F-HR 0001919176-26-000001 filed by Retireful, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 16,936 shares
    Change vs previous 13F -3,325 shares

    10.9% of the 13F portfolio, value $11,282,424.

    13F-HR 0001919176-25-000003 filed by Retireful, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 20,261 shares
    Change vs previous 13F +20,261 shares

    8.63% of the 13F portfolio, value $12,518,259.

    13F-HR 0001085146-25-003871 filed by Retireful, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,183 shares

    13F-HR 0001085146-25-002019 filed by Retireful, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 5,183 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,037,653.

    13F-HR 0001085146-25-000203 filed by Retireful, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).