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RETIREMENT INCOME SOLUTIONS, INC: FESM position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 150,039 FESM 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 150,039 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $5,701,482.

    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 150,039 shares
    Change vs previous 13F +6,578 shares

    0.97% of the 13F portfolio, value $5,701,482.

    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 143,461 shares
    Change vs previous 13F +4,487 shares

    0.92% of the 13F portfolio, value $5,419,957.

    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 138,974 shares
    Change vs previous 13F +3,647 shares

    0.87% of the 13F portfolio, value $5,080,889.

    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 135,327 shares
    Change vs previous 13F -28,833 shares

    0.79% of the 13F portfolio, value $4,329,111.

    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 164,160 shares
    Change vs previous 13F +12,398 shares

    1.01% of the 13F portfolio, value $4,839,437.

    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 151,762 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,909,501.

    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).