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Retirement Solution LLC: MSFT position timeline

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

Retirement Solution LLC held 32,396 MSFT 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 32,396 shares
    Change vs previous 13F +8,477 shares

    2.36% of the 13F portfolio, value $12,084,375.

    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 23,919 shares
    Change vs previous 13F +2,268 shares

    2.09% of the 13F portfolio, value $8,854,076.

    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 21,651 shares
    Change vs previous 13F +435 shares

    2.32% of the 13F portfolio, value $10,470,695.

    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 21,216 shares
    Change vs previous 13F -2,639 shares

    2.62% of the 13F portfolio, value $10,989,069.

    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 23,855 shares
    Change vs previous 13F +243 shares

    3.03% of the 13F portfolio, value $11,865,786.

    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 23,612 shares
    Change vs previous 13F -3,444 shares

    2.51% of the 13F portfolio, value $8,863,592.

    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 27,056 shares
    Change vs previous 13F -12,454 shares

    2.99% of the 13F portfolio, value $11,404,098.

    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 39,510 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $17,001,257.

    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).