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Retirement Solution LLC: DFAU position timeline

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

Retirement Solution LLC held 87,483 DFAU 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 87,483 shares
    Change vs previous 13F -5,839 shares

    0.88% of the 13F portfolio, value $4,521,978.

    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 93,322 shares
    Change vs previous 13F +5,561 shares

    1% of the 13F portfolio, value $4,210,707.

    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 87,761 shares
    Change vs previous 13F +2,770 shares

    0.91% of the 13F portfolio, value $4,107,217.

    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 84,991 shares
    Change vs previous 13F -5,445 shares

    0.93% of the 13F portfolio, value $3,889,175.

    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 90,436 shares
    Change vs previous 13F +1,006 shares

    0.98% of the 13F portfolio, value $3,830,877.

    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 89,430 shares
    Change vs previous 13F -6,379 shares

    0.98% of the 13F portfolio, value $3,437,697.

    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 95,809 shares
    Change vs previous 13F -18,582 shares

    1.02% of the 13F portfolio, value $3,879,313.

    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 114,391 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $4,540,159.

    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).