RETIREMENT INCOME SOLUTIONS, INC: PEP position timeline

RETIREMENT INCOME SOLUTIONS, INC held 0 PEP shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,700 shares

   13F-HR 0001730386-25-000004 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,700 shares

   Change vs previous 13F +68 shares

   0.04% of the 13F portfolio, value $224,439.

   13F-HR 0000950123-25-006374 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 1,632 shares

   Change vs previous 13F -979 shares

   0.05% of the 13F portfolio, value $244,678.

   13F-HR 0000950123-25-004086 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,611 shares

   Change vs previous 13F -202 shares

   0.08% of the 13F portfolio, value $396,986.

   13F-HR 0000950123-25-000760 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,813 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $478,303.

   13F-HR 0000950123-24-010634 filed by RETIREMENT INCOME SOLUTIONS, INC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).