Skip to content
Disclosery

RETIREMENT INCOME SOLUTIONS, INC: ESGU position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 54,534 ESGU 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 54,534 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $7,712,198.

    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 54,534 shares
    Change vs previous 13F +227 shares

    1.32% of the 13F portfolio, value $7,712,198.

    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 54,307 shares
    Change vs previous 13F +5,256 shares

    1.37% of the 13F portfolio, value $8,090,657.

    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 49,051 shares
    Change vs previous 13F -726 shares

    1.22% of the 13F portfolio, value $7,141,826.

    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).

  5. period ended2025-06-30
    13F 49,777 shares
    Change vs previous 13F -20,396 shares

    1.24% of the 13F portfolio, value $6,734,828.

    13F-HR 0000950123-25-006374 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).

  6. period ended2025-03-31
    13F 70,173 shares
    Change vs previous 13F -140 shares

    1.79% of the 13F portfolio, value $8,554,790.

    13F-HR 0000950123-25-004086 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).

  7. period ended2024-12-31
    13F 70,313 shares
    Change vs previous 13F +19,279 shares

    1.83% of the 13F portfolio, value $9,057,721.

    13F-HR 0000950123-25-000760 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).

  8. period ended2024-09-30
    13F 51,034 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $6,439,470.

    13F-HR 0000950123-24-010634 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).