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RETIREMENT INCOME SOLUTIONS, INC: SPYX position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 164,718 SPYX 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 164,718 shares
    Change vs previous 13F -4,732 shares

    1.5% of the 13F portfolio, value $8,734,981.

    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 169,450 shares
    Change vs previous 13F -3,623 shares

    1.54% of the 13F portfolio, value $8,985,919.

    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 173,073 shares
    Change vs previous 13F +88 shares

    1.65% of the 13F portfolio, value $9,724,951.

    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 172,985 shares
    Change vs previous 13F -5,095 shares

    1.62% of the 13F portfolio, value $9,488,223.

    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 178,080 shares
    Change vs previous 13F -13,050 shares

    1.66% of the 13F portfolio, value $9,069,635.

    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 191,130 shares
    Change vs previous 13F -6,432 shares

    1.83% of the 13F portfolio, value $8,744,196.

    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 197,562 shares
    Change vs previous 13F -1,642 shares

    1.92% of the 13F portfolio, value $9,512,594.

    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 199,204 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $9,412,378.

    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).