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RETIREMENT CAPITAL STRATEGIES: ESGV position timeline

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

RETIREMENT CAPITAL STRATEGIES held 32,329 ESGV 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 32,329 shares
    Change vs previous 13F +29 shares

    1.48% of the 13F portfolio, value $4,275,187.

    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 32,300 shares
    Change vs previous 13F -490 shares

    1.37% of the 13F portfolio, value $3,626,321.

    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 32,790 shares
    Change vs previous 13F -3,224 shares

    1.47% of the 13F portfolio, value $3,966,276.

    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 36,014 shares
    Change vs previous 13F +4,331 shares

    1.64% of the 13F portfolio, value $4,265,498.

    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 31,683 shares
    Change vs previous 13F -56,409 shares

    1.38% of the 13F portfolio, value $3,473,724.

    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 88,092 shares
    Change vs previous 13F -643 shares

    3.37% of the 13F portfolio, value $8,629,301.

    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 88,735 shares
    Change vs previous 13F -2,943 shares

    3.53% of the 13F portfolio, value $9,307,505.

    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 91,678 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $9,319,093.

    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).