Skip to content

RETIREMENT FINANCIAL SOLUTIONS, LLC: SPYV position timeline

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

RETIREMENT FINANCIAL SOLUTIONS, LLC held 110,181 SPYV 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 110,181 shares
    Change vs previous 13F +7,624 shares

    1.65% of the 13F portfolio, value $6,697,925.

    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 102,557 shares
    Change vs previous 13F +2,033 shares

    1.66% of the 13F portfolio, value $5,802,702.

    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 100,524 shares
    Change vs previous 13F +7,552 shares

    1.67% of the 13F portfolio, value $5,710,758.

    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 92,972 shares
    Change vs previous 13F +14,014 shares

    1.61% of the 13F portfolio, value $5,144,136.

    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 78,958 shares
    Change vs previous 13F +17,211 shares

    1.45% of the 13F portfolio, value $4,132,637.

    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 61,747 shares
    Change vs previous 13F +61,747 shares

    1.23% of the 13F portfolio, value $3,153,411.

    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 0 shares
    Change vs previous 13F -372,926 shares

    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).

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

  8. period ended2024-09-30
    13F 372,926 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $19,712,860.

    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).