RETIREMENT FINANCIAL SOLUTIONS, LLC: UUP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT FINANCIAL SOLUTIONS, LLC on UUP, newest first. How the timeline and the estimate are built.
RETIREMENT FINANCIAL SOLUTIONS, LLC held 0 UUP shares at 2025-09-30 per its 13F-HR/A filed 2026-03-10.
the latest 13F is the newest step
- period ended2025-09-3013F/A 0 sharesChange vs previous 13F -41,400 shares
13F-HR/A 0001962532-26-000004 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 41,400 sharesChange vs previous 13F -699 shares
0.39% of the 13F portfolio, value $1,112,841.
13F-HR/A 0001962532-26-000003 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 42,099 sharesChange vs previous 13F +9,166 shares
0.47% of the 13F portfolio, value $1,201,500.
13F-HR/A 0001962532-26-000002 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,933 sharesChange vs previous 13F -9,407 shares
0.52% of the 13F portfolio, value $968,894.
13F-HR 0001962532-25-000001 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 42,340 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $1,193,115.
13F-HR 0001962532-24-000005 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).