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Retirement Solution LLC: DFSV position timeline

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

Retirement Solution LLC held 658,005 DFSV 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 658,005 shares
    Change vs previous 13F +484 shares

    4.99% of the 13F portfolio, value $25,524,008.

    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 657,521 shares
    Change vs previous 13F +4,569 shares

    5.45% of the 13F portfolio, value $23,039,544.

    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 652,952 shares
    Change vs previous 13F +17,036 shares

    4.76% of the 13F portfolio, value $21,475,597.

    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 635,916 shares
    Change vs previous 13F +5,025 shares

    4.83% of the 13F portfolio, value $20,247,556.

    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 630,891 shares
    Change vs previous 13F +7,100 shares

    4.74% of the 13F portfolio, value $18,567,129.

    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 623,791 shares
    Change vs previous 13F -2,640 shares

    4.98% of the 13F portfolio, value $17,559,709.

    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 626,431 shares
    Change vs previous 13F -6,015 shares

    5.05% of the 13F portfolio, value $19,281,546.

    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 632,446 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $19,498,771.

    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).