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RETIREMENT INCOME SOLUTIONS, INC: DFAE position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 130,010 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,010 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,402,139.

    13F-HR 0001730386-26-000005 filed by RETIREMENT INCOME SOLUTIONS, INC
    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 130,010 shares
    Change vs previous 13F +17,917 shares

    0.75% of the 13F portfolio, value $4,402,139.

    13F-HR 0001730386-26-000003 filed by RETIREMENT INCOME SOLUTIONS, INC
    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 112,093 shares
    Change vs previous 13F +93,463 shares

    0.62% of the 13F portfolio, value $3,650,869.

    13F-HR 0001730386-26-000002 filed by RETIREMENT INCOME SOLUTIONS, INC
    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 18,630 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $587,404.

    13F-HR 0001730386-25-000004 filed by RETIREMENT INCOME SOLUTIONS, INC
    Filed (acceptance time not in the bulk data set), ingested

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