Skip to content
Disclosery

RETIREMENT FINANCIAL SOLUTIONS, LLC: JEPI position timeline

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

RETIREMENT FINANCIAL SOLUTIONS, LLC held 3,638 JEPI 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 3,638 shares
    Change vs previous 13F -141 shares

    0.05% of the 13F portfolio, value $205,495.

    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 3,779 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $214,213.

    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 3,879 shares
    Change vs previous 13F -158,397 shares

    0.07% of the 13F portfolio, value $222,052.

    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 162,276 shares
    Change vs previous 13F +8,847 shares

    2.9% of the 13F portfolio, value $9,265,982.

    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 153,429 shares
    Change vs previous 13F -1,046 shares

    3.07% of the 13F portfolio, value $8,722,431.

    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 154,475 shares
    Change vs previous 13F +27,293 shares

    3.44% of the 13F portfolio, value $8,826,711.

    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 127,182 shares
    Change vs previous 13F -15,345 shares

    3.95% of the 13F portfolio, value $7,316,773.

    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 142,527 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $8,481,786.

    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).