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Retirement Solution LLC: DFSE position timeline

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

Retirement Solution LLC held 256,769 DFSE 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 256,769 shares
    Change vs previous 13F -3,680 shares

    2.45% of the 13F portfolio, value $12,550,731.

    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 260,449 shares
    Change vs previous 13F -2,983 shares

    2.61% of the 13F portfolio, value $11,035,162.

    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 263,432 shares
    Change vs previous 13F +1,287 shares

    2.42% of the 13F portfolio, value $10,927,170.

    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 262,145 shares
    Change vs previous 13F -2,494 shares

    2.57% of the 13F portfolio, value $10,771,546.

    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 264,639 shares
    Change vs previous 13F -238 shares

    2.57% of the 13F portfolio, value $10,072,158.

    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 264,877 shares
    Change vs previous 13F +55,596 shares

    2.53% of the 13F portfolio, value $8,921,048.

    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 209,281 shares
    Change vs previous 13F -1,794 shares

    1.82% of the 13F portfolio, value $6,933,749.

    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 211,075 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $7,482,579.

    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).