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RETIREMENT INCOME SOLUTIONS, INC: JPST position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 718,740 JPST 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 718,740 shares
    Change vs previous 13F -719 shares

    6.26% of the 13F portfolio, value $36,375,431.

    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 719,459 shares
    Change vs previous 13F +5,219 shares

    6.22% of the 13F portfolio, value $36,411,820.

    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 714,240 shares
    Change vs previous 13F -226,037 shares

    6.13% of the 13F portfolio, value $36,133,402.

    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 940,277 shares
    Change vs previous 13F +12,626 shares

    8.16% of the 13F portfolio, value $47,700,252.

    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 927,651 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $47,013,353.

    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).