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RETIREMENT CAPITAL STRATEGIES: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT CAPITAL STRATEGIES on EAGG, newest first. How the timeline and the estimate are built.

RETIREMENT CAPITAL STRATEGIES held 64,842 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,842 shares
    Change vs previous 13F -84 shares

    1.07% of the 13F portfolio, value $3,074,159.

    13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,926 shares
    Change vs previous 13F +1,678 shares

    1.17% of the 13F portfolio, value $3,087,231.

    13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 63,248 shares
    Change vs previous 13F +7,298 shares

    1.12% of the 13F portfolio, value $3,026,417.

    13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,950 shares
    Change vs previous 13F -326 shares

    1.03% of the 13F portfolio, value $2,687,279.

    13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,276 shares
    Change vs previous 13F +10,849 shares

    1.06% of the 13F portfolio, value $2,675,361.

    13F-HR 0001214659-25-011779 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,427 shares
    Change vs previous 13F +33,737 shares

    0.84% of the 13F portfolio, value $2,156,874.

    13F-HR 0001214659-25-007555 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,690 shares
    Change vs previous 13F -44,074 shares

    0.21% of the 13F portfolio, value $542,884.

    13F-HR 0001214659-25-002214 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,764 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,709,573.

    13F-HR 0001214659-24-018679 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).