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Retirement Solution LLC: DFSI position timeline

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

Retirement Solution LLC held 349,466 DFSI 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 349,466 shares
    Change vs previous 13F -566 shares

    3.08% of the 13F portfolio, value $15,760,895.

    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 350,032 shares
    Change vs previous 13F -5,395 shares

    3.51% of the 13F portfolio, value $14,841,369.

    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 355,427 shares
    Change vs previous 13F -5,753 shares

    3.37% of the 13F portfolio, value $15,228,285.

    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 361,180 shares
    Change vs previous 13F -12,026 shares

    3.53% of the 13F portfolio, value $14,790,346.

    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 373,206 shares
    Change vs previous 13F -6,934 shares

    3.75% of the 13F portfolio, value $14,708,053.

    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 380,140 shares
    Change vs previous 13F -24,466 shares

    3.76% of the 13F portfolio, value $13,263,071.

    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 404,606 shares
    Change vs previous 13F -464 shares

    3.48% of the 13F portfolio, value $13,291,299.

    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 405,070 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $14,488,894.

    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).