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Retirement Solution LLC: DUHP position timeline

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

Retirement Solution LLC held 1,317,557 DUHP 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 1,317,557 shares
    Change vs previous 13F +5,943 shares

    10.75% of the 13F portfolio, value $54,981,644.

    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 1,311,614 shares
    Change vs previous 13F +13,049 shares

    11.4% of the 13F portfolio, value $48,214,936.

    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 1,298,565 shares
    Change vs previous 13F +14,883 shares

    10.94% of the 13F portfolio, value $49,384,435.

    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 1,283,682 shares
    Change vs previous 13F -6,014 shares

    11.56% of the 13F portfolio, value $48,484,656.

    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 1,289,696 shares
    Change vs previous 13F -621 shares

    11.71% of the 13F portfolio, value $45,861,580.

    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 1,290,317 shares
    Change vs previous 13F +615,356 shares

    12.13% of the 13F portfolio, value $42,761,108.

    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 674,961 shares
    Change vs previous 13F -14,306 shares

    5.97% of the 13F portfolio, value $22,806,937.

    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 689,267 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $23,502,497.

    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).