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RETIREMENT FINANCIAL SOLUTIONS, LLC: SHYG position timeline

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

RETIREMENT FINANCIAL SOLUTIONS, LLC held 0 SHYG shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -103,238 shares

    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).

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

  2. period ended2025-12-31
    13F 103,238 shares
    Change vs previous 13F +8,846 shares

    1.3% of the 13F portfolio, value $4,425,799.

    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).

  3. period ended2025-09-30
    13F/A 94,392 shares
    Change vs previous 13F -162,629 shares

    1.28% of the 13F portfolio, value $4,087,161.

    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).

  4. period ended2025-06-30
    13F/A 257,021 shares
    Change vs previous 13F -1,963 shares

    3.9% of the 13F portfolio, value $11,087,880.

    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).

  5. period ended2025-03-31
    13F/A 258,984 shares
    Change vs previous 13F +41,057 shares

    4.29% of the 13F portfolio, value $11,012,006.

    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).

  6. period ended2024-12-31
    13F 217,927 shares
    Change vs previous 13F -5,673 shares

    5.01% of the 13F portfolio, value $9,285,823.

    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).

  7. period ended2024-09-30
    13F 223,600 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $9,708,722.

    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).