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RETIREMENT INCOME SOLUTIONS, INC: IWD position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 32,403 IWD 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 32,403 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $6,923,549.

    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 32,403 shares
    Change vs previous 13F +440 shares

    1.18% of the 13F portfolio, value $6,923,549.

    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 31,963 shares
    Change vs previous 13F -1,613 shares

    1.14% of the 13F portfolio, value $6,723,097.

    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 33,576 shares
    Change vs previous 13F -213 shares

    1.17% of the 13F portfolio, value $6,835,738.

    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 33,789 shares
    Change vs previous 13F -2,131 shares

    1.2% of the 13F portfolio, value $6,562,837.

    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 35,920 shares
    Change vs previous 13F +87 shares

    1.41% of the 13F portfolio, value $6,758,708.

    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 35,833 shares
    Change vs previous 13F -1,555 shares

    1.34% of the 13F portfolio, value $6,633,763.

    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 37,388 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $7,096,242.

    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).