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RETIREMENT INCOME SOLUTIONS, INC: SPYG position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 33,419 SPYG 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 33,419 shares
    Change vs previous 13F -384 shares

    0.56% of the 13F portfolio, value $3,272,054.

    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 33,803 shares
    Change vs previous 13F +18 shares

    0.57% of the 13F portfolio, value $3,309,652.

    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 33,785 shares
    Change vs previous 13F -1,050 shares

    0.61% of the 13F portfolio, value $3,604,859.

    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 34,835 shares
    Change vs previous 13F -1,977 shares

    0.62% of the 13F portfolio, value $3,640,606.

    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 36,812 shares
    Change vs previous 13F -1,371 shares

    0.64% of the 13F portfolio, value $3,508,920.

    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 38,183 shares
    Change vs previous 13F -8,453 shares

    0.64% of the 13F portfolio, value $3,068,768.

    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 46,636 shares
    Change vs previous 13F -2,128 shares

    0.83% of the 13F portfolio, value $4,099,304.

    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 48,764 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,044,486.

    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).