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RETIREMENT INCOME SOLUTIONS, INC: IWR position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 23,684 IWR 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 23,684 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $2,302,795.

    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 23,684 shares
    Change vs previous 13F -1,328 shares

    0.39% of the 13F portfolio, value $2,302,795.

    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 25,012 shares
    Change vs previous 13F +241 shares

    0.41% of the 13F portfolio, value $2,407,905.

    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 24,771 shares
    Change vs previous 13F +290 shares

    0.41% of the 13F portfolio, value $2,391,640.

    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 24,481 shares
    Change vs previous 13F -695 shares

    0.41% of the 13F portfolio, value $2,251,518.

    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 25,176 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $2,141,722.

    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 25,176 shares
    Change vs previous 13F +569 shares

    0.45% of the 13F portfolio, value $2,225,558.

    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 24,607 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,168,861.

    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).