Retirement Solution LLC has submitted its quarterly 13F-HR report, a key update that outlines its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions, reflecting its commitment to transparency and regulatory compliance.
Background
Retirement Solution LLC is based in Redmond, Washington. The company operates under the entity type of 'other' and has been active in filing various reports with the SEC, including multiple 13F-HR submissions. Its recent filings include several reports throughout 2026, with the latest being on October 23, 2026.
What the Filing Says
The filing, identified by accession number 0001914606-26-000008, was accepted on October 23, 2026. It covers the period ending September 30, 2026, and is part of the company's ongoing compliance with SEC regulations regarding institutional investment managers.
Impact
This filing may affect various stakeholders, including investors and regulatory bodies, as it provides a snapshot of Retirement Solution LLC's investment portfolio. The report is particularly relevant for institutional investors who are required to disclose their holdings, ensuring a level of transparency in the investment management industry.
What's Next
The filing does not say what happens next.
Filing Details
The filing was officially accepted on October 23, 2026, at 09:17:59 AM, and it consists of two documents. The primary document is the 13F-HR report itself, which provides a detailed account of the company's investment holdings as of September 30, 2026. The second document is an information table that further breaks down the specific securities held by Retirement Solution LLC.
Company Information
Retirement Solution LLC is registered with the Central Index Key (CIK) number 0001914606 and operates under the Employer Identification Number (EIN) 208239959. The company is incorporated in Washington State, with a fiscal year ending on December 31. Its business and mailing address is listed as 18300 Redmond Way, Suite 250, Redmond, WA 98052, and the company can be reached at the phone number 425-558-3700.
Document Formats
The filing includes various document formats, such as HTML and XML versions of the primary report and the information table. The primary document in HTML format is accessible through the SEC's EDGAR database, allowing stakeholders to review the detailed holdings of Retirement Solution LLC.
Additional Context
The filing does not provide specific details about the individual securities held by Retirement Solution LLC or any strategic insights regarding future investment directions. It also does not mention any changes in management or significant events that may impact the company's investment strategy.