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RETIREMENT INCOME SOLUTIONS, INC: XLE position timeline

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

RETIREMENT INCOME SOLUTIONS, INC held 25,251 XLE 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 25,251 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,546,876.

    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 25,251 shares
    Change vs previous 13F +3,209 shares

    0.26% of the 13F portfolio, value $1,546,876.

    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 22,042 shares
    Change vs previous 13F +11,660 shares

    0.17% of the 13F portfolio, value $985,498.

    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 10,382 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $927,528.

    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 10,382 shares
    Change vs previous 13F -539 shares

    0.16% of the 13F portfolio, value $880,497.

    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 10,921 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,020,567.

    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 10,921 shares
    Change vs previous 13F -1,110 shares

    0.19% of the 13F portfolio, value $935,493.

    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 12,031 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,056,322.

    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).