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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

U holding history

Unity Software 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.

U overviewAll 13F holders of UFull Q1 2024 holdings

Shares (Q1 2024)
836
Value
$22.3K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of U by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024836$22.3K<0.1%+835+83,500.0%AddedHolders
Q4 20231$41<0.1%−100−99.0%ReducedHolders
Q3 2023101$3.17K<0.1%+100+10,000.0%AddedHolders
Q2 20231$43<0.1%00.0%UnchangedHolders
Q1 20231$00.0%00.0%UnchangedHolders
Q4 20221$00.0%00.0%UnchangedHolders
Q3 20221$00.0%00.0%UnchangedHolders
Q2 20221$00.0%00.0%UnchangedHolders
Q1 20221$00.0%+1NewHolders
Q2 20210$00.0%−581−100.0%Sold outHolders
Q1 2021581$58.0K<0.1%––Holders

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