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Retirement Solution LLC: DFAC position timeline

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

Retirement Solution LLC held 696,213 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 696,213 shares
    Change vs previous 13F +9,174 shares

    6.04% of the 13F portfolio, value $30,884,001.

    13F-HR 0001914606-26-000006 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).

  2. period ended2026-03-31
    13F 687,039 shares
    Change vs previous 13F +64,196 shares

    6.32% of the 13F portfolio, value $26,698,339.

    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).

  3. period ended2025-12-31
    13F 622,843 shares
    Change vs previous 13F +46,920 shares

    5.46% of the 13F portfolio, value $24,658,361.

    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).

  4. period ended2025-09-30
    13F/A 575,923 shares
    Change vs previous 13F +12,349 shares

    5.3% of the 13F portfolio, value $22,213,362.

    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).

  5. period ended2025-06-30
    13F/A 563,574 shares
    Change vs previous 13F +60,690 shares

    5.16% of the 13F portfolio, value $20,198,484.

    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).

  6. period ended2025-03-31
    13F/A 502,884 shares
    Change vs previous 13F +74,137 shares

    4.71% of the 13F portfolio, value $16,590,143.

    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).

  7. period ended2024-12-31
    13F 428,747 shares
    Change vs previous 13F +33,719 shares

    3.88% of the 13F portfolio, value $14,830,352.

    13F-HR 0001914606-25-000001 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).

  8. period ended2024-09-30
    13F 395,028 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $13,499,843.

    13F-HR 0001914606-24-000006 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).