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RETIREMENT FINANCIAL SOLUTIONS, LLC: IEF position timeline

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

RETIREMENT FINANCIAL SOLUTIONS, LLC held 15,818 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,818 shares
    Change vs previous 13F -109,313 shares

    0.37% of the 13F portfolio, value $1,495,955.

    13F-HR 0001962532-26-000006 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 125,131 shares
    Change vs previous 13F -55,393 shares

    3.41% of the 13F portfolio, value $11,942,506.

    13F-HR 0001962532-26-000005 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 180,524 shares
    Change vs previous 13F +24,789 shares

    5.08% of the 13F portfolio, value $17,359,210.

    13F-HR 0001962532-26-000001 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 155,735 shares
    Change vs previous 13F -26,255 shares

    4.7% of the 13F portfolio, value $15,022,169.

    13F-HR/A 0001962532-26-000004 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 181,990 shares
    Change vs previous 13F -973 shares

    6.14% of the 13F portfolio, value $17,429,168.

    13F-HR/A 0001962532-26-000003 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 182,963 shares
    Change vs previous 13F +29,980 shares

    6.79% of the 13F portfolio, value $17,449,177.

    13F-HR/A 0001962532-26-000002 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 152,983 shares
    Change vs previous 13F -2,964 shares

    7.63% of the 13F portfolio, value $14,143,384.

    13F-HR 0001962532-25-000001 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 155,947 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $15,301,435.

    13F-HR 0001962532-24-000005 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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