Retirement Financial Solutions, LLC
- SEC CIK
- 0001962532
- Latest filing
- Jul 30, 2026
PECO holding history
Phillips Edison & Company, Inc. in every 13F filed by Retirement Financial Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PECO overviewAll 13F holders of PECOFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −6,127−100.0% | Sold out | Holders |
| Q2 2024 | 6,127 | $200.4K | 0.1% | +6,127 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −5,547−100.0% | Sold out | Holders |
| Q4 2023 | 5,547 | $202.4K | 0.1% | +5,547 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −7,513−100.0% | Sold out | Holders |
| Q2 2023 | 7,513 | $256.0K | 0.2% | −4,379−36.8% | Reduced | Holders |
| Q1 2023 | 11,892 | $387.9K | 0.3% | −1,601−11.9% | Reduced | Holders |
| Q4 2022 | 13,493 | $429.6K | 0.4% | – | No prior filing | Holders |