RETIREMENT CAPITAL STRATEGIES: ESGU position timeline

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

RETIREMENT CAPITAL STRATEGIES held 6,973 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 6,973 shares
Change vs previous 13F -268 shares
0.4% of the 13F portfolio, value $1,141,271.
13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,241 shares
Change vs previous 13F -226 shares
0.39% of the 13F portfolio, value $1,024,022.
13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,467 shares
Change vs previous 13F -102 shares
0.41% of the 13F portfolio, value $1,112,434.
13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 7,569 shares
Change vs previous 13F -84 shares
0.42% of the 13F portfolio, value $1,102,046.
13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 7,653 shares
Change vs previous 13F -398 shares
0.41% of the 13F portfolio, value $1,035,451.
13F-HR 0001214659-25-011779 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,051 shares
Change vs previous 13F -334 shares
0.38% of the 13F portfolio, value $982,097.
13F-HR 0001214659-25-007555 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,385 shares
Change vs previous 13F -140 shares
0.41% of the 13F portfolio, value $1,080,234.
13F-HR 0001214659-25-002214 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,525 shares
Change vs previous 13F not available
0.42% of the 13F portfolio, value $1,075,658.
13F-HR 0001214659-24-018679 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).