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Disclosery

Retirement Solution LLC: DFEV position timeline

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

Retirement Solution LLC held 0 DFEV shares at 2025-03-31 per its 13F-HR/A filed 2026-02-27.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -207,694 shares

    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).

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

  2. period ended2024-12-31
    13F 207,694 shares
    Change vs previous 13F -687 shares

    1.43% of the 13F portfolio, value $5,443,654.

    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).

  3. period ended2024-09-30
    13F 208,381 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $5,935,720.

    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).