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RETIREMENT FINANCIAL SOLUTIONS, LLC: SPMD position timeline

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

RETIREMENT FINANCIAL SOLUTIONS, LLC held 202,058 SPMD 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 202,058 shares
    Change vs previous 13F +9,097 shares

    3.36% of the 13F portfolio, value $13,651,033.

    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 192,961 shares
    Change vs previous 13F -179,006 shares

    3.27% of the 13F portfolio, value $11,427,142.

    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 371,967 shares
    Change vs previous 13F -352 shares

    6.31% of the 13F portfolio, value $21,540,617.

    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 372,319 shares
    Change vs previous 13F not available

    6.66% of the 13F portfolio, value $21,292,913.

    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).