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RETIREMENT INCOME SOLUTIONS, INC: SPYM position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 1,849,918 SPYM 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 1,849,918 shares
    Change vs previous 13F -9,564 shares

    24.38% of the 13F portfolio, value $141,592,724.

    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 1,859,482 shares
    Change vs previous 13F +61,486 shares

    24.33% of the 13F portfolio, value $142,324,752.

    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 1,797,996 shares
    Change vs previous 13F +139,774 shares

    24.46% of the 13F portfolio, value $144,235,239.

    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 1,658,222 shares
    Change vs previous 13F +35,791 shares

    22.21% of the 13F portfolio, value $129,905,111.

    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 1,622,431 shares
    Change vs previous 13F +719,599 shares

    21.64% of the 13F portfolio, value $117,934,509.

    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 902,832 shares
    Change vs previous 13F +453,791 shares

    12.42% of the 13F portfolio, value $59,370,233.

    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 449,041 shares
    Change vs previous 13F +66,235 shares

    6.25% of the 13F portfolio, value $30,956,910.

    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 382,806 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $25,843,256.

    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).