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RETIREMENT INCOME SOLUTIONS, INC: GLDM position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 129,822 GLDM 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 129,822 shares
    Change vs previous 13F 0 shares

    2.07% of the 13F portfolio, value $12,033,201.

    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 129,822 shares
    Change vs previous 13F -1,724 shares

    2.06% of the 13F portfolio, value $12,033,201.

    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 131,546 shares
    Change vs previous 13F -2,047 shares

    1.9% of the 13F portfolio, value $11,230,082.

    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 133,593 shares
    Change vs previous 13F -1,628 shares

    1.75% of the 13F portfolio, value $10,213,185.

    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 135,221 shares
    Change vs previous 13F +337 shares

    1.63% of the 13F portfolio, value $8,859,680.

    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 134,884 shares
    Change vs previous 13F +1,225 shares

    1.75% of the 13F portfolio, value $8,347,971.

    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 133,659 shares
    Change vs previous 13F +349 shares

    1.4% of the 13F portfolio, value $6,948,931.

    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 133,310 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,949,450.

    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).