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CIK 0001962532 • 10 13F filings • Apr 16, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("retirement-financial-solutions-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR/A |
| 0001962532-26-000004 |
| $319.5M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001962532-26-000006 | $406.8M | View |
| Mar 10, 2026 | Q2 2025 | 13F-HR/A | 0001962532-26-000003 | $284.1M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001962532-26-000005 | $349.8M | View |
| Mar 10, 2026 | Q1 2025 | 13F-HR/A | 0001962532-26-000002 | $256.9M | View |