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Retirement Solution LLC: EFG position timeline

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

Retirement Solution LLC held 2,500 EFG 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 2,500 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $311,068.

    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 2,489 shares
    Change vs previous 13F +299 shares

    0.07% of the 13F portfolio, value $277,214.

    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 2,190 shares
    Change vs previous 13F -282 shares

    0.06% of the 13F portfolio, value $249,499.

    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 2,472 shares
    Change vs previous 13F -217 shares

    0.07% of the 13F portfolio, value $281,478.

    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 2,689 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $301,142.

    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).