Retirement Solution Inc.

SEC CIK: 0001914606
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

NLY holding history

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

NLY overview All 13F holders of NLY Full Q2 2026 holdings

Shares (Q2 2026): 15,790
Value: $353.1K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of NLY by Retirement Solution Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,790	$353.1K	0.1%	00.0%	Unchanged	Holders
Q1 2026	15,790	$334.0K	0.1%	−429−2.6%	Reduced	Holders
Q4 2025	16,219	$362.6K	0.1%	+601+3.8%	Added	Holders
Q3 2025	15,618	$315.6K	0.1%	+15,618	New	Holders