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Disclosery

Retirement Solution LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Solution LLC on CRM, newest first. How the timeline and the estimate are built.

Retirement Solution LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -970 shares

    13F-HR 0001914606-26-000005 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 970 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $257,054.

    13F-HR 0001914606-26-000001 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 940 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $222,714.

    13F-HR/A 0001914606-26-000004 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 939 shares
    Change vs previous 13F -72 shares

    0.07% of the 13F portfolio, value $256,164.

    13F-HR/A 0001914606-26-000003 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 1,011 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $271,273.

    13F-HR/A 0001914606-26-000002 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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