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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

SR holding history

Spire Inc in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SR overviewAll 13F holders of SRFull Q1 2024 holdings

Shares (Q1 2024)
386
Value
$23.7K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of SR by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024386$23.7K<0.1%00.0%UnchangedHolders
Q4 2023386$24.1K<0.1%+381+7,620.0%AddedHolders
Q3 20235$283<0.1%00.0%UnchangedHolders
Q2 20235$317<0.1%00.0%UnchangedHolders
Q1 20235$00.0%−5−50.0%ReducedHolders
Q4 202210$1.00K<0.1%−850−98.8%ReducedHolders
Q3 2022860$54.0K<0.1%−860−50.0%ReducedHolders
Q2 20221,720$128.0K0.1%00.0%UnchangedHolders
Q1 20221,720$123.0K<0.1%+860+100.0%AddedHolders
Q4 2021860$56.0K<0.1%00.0%UnchangedHolders
Q3 2021860$53.0K<0.1%00.0%UnchangedHolders
Q2 2021860$62.0K<0.1%00.0%UnchangedHolders
Q1 2021860$64.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.