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Retirement Solution LLC: DFAX position timeline

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

Retirement Solution LLC held 72,393 DFAX 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 72,393 shares
    Change vs previous 13F -774 shares

    0.52% of the 13F portfolio, value $2,666,949.

    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 73,167 shares
    Change vs previous 13F -1,238 shares

    0.59% of the 13F portfolio, value $2,485,489.

    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 74,405 shares
    Change vs previous 13F +10,169 shares

    0.54% of the 13F portfolio, value $2,435,271.

    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 64,236 shares
    Change vs previous 13F +11 shares

    0.48% of the 13F portfolio, value $2,015,740.

    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 64,225 shares
    Change vs previous 13F +6,270 shares

    0.48% of the 13F portfolio, value $1,886,301.

    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 57,955 shares
    Change vs previous 13F -32,840 shares

    0.43% of the 13F portfolio, value $1,518,412.

    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 90,795 shares
    Change vs previous 13F +8,241 shares

    0.59% of the 13F portfolio, value $2,257,153.

    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 82,554 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,221,871.

    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).