RETIREMENT INCOME SOLUTIONS, INC: CRBN position timeline

RETIREMENT INCOME SOLUTIONS, INC held 0 CRBN shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,038 shares

   13F-HR 0001730386-26-000002 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-09-30

   13F 1,038 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $235,491.

   13F-HR 0001730386-25-000004 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 1,038 shares

   Change vs previous 13F -161 shares

   0.04% of the 13F portfolio, value $219,869.

   13F-HR 0000950123-25-006374 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 1,199 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $294,050.

   13F-HR 0000950123-25-004086 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 1,199 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $232,114.

   13F-HR 0000950123-25-000760 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).