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Retirement Solution LLC: DFSU position timeline

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

Retirement Solution LLC held 5,478,280 DFSU 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 5,478,280 shares
    Change vs previous 13F +11,912 shares

    49.95% of the 13F portfolio, value $255,452,216.

    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 5,466,368 shares
    Change vs previous 13F +42,178 shares

    53.13% of the 13F portfolio, value $224,613,062.

    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 5,424,190 shares
    Change vs previous 13F +24,868 shares

    52.18% of the 13F portfolio, value $235,572,577.

    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 5,399,322 shares
    Change vs previous 13F -44,352 shares

    54.69% of the 13F portfolio, value $229,323,249.

    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 5,443,674 shares
    Change vs previous 13F -21,171 shares

    54.54% of the 13F portfolio, value $213,664,202.

    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 5,464,845 shares
    Change vs previous 13F -201,120 shares

    55.53% of the 13F portfolio, value $195,696,101.

    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 5,665,965 shares
    Change vs previous 13F -179,628 shares

    56.23% of the 13F portfolio, value $214,740,069.

    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 5,845,593 shares
    Change vs previous 13F not available

    52.98% of the 13F portfolio, value $217,517,751.

    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).