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RETIREMENT CAPITAL STRATEGIES: EUSB position timeline

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

RETIREMENT CAPITAL STRATEGIES held 71,252 EUSB 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 71,252 shares
    Change vs previous 13F -143 shares

    1.08% of the 13F portfolio, value $3,095,899.

    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 71,395 shares
    Change vs previous 13F +1,871 shares

    1.17% of the 13F portfolio, value $3,105,683.

    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 69,524 shares
    Change vs previous 13F +9,261 shares

    1.13% of the 13F portfolio, value $3,052,799.

    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 60,263 shares
    Change vs previous 13F -349 shares

    1.02% of the 13F portfolio, value $2,646,751.

    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 60,612 shares
    Change vs previous 13F +9,987 shares

    1.05% of the 13F portfolio, value $2,639,653.

    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 50,625 shares
    Change vs previous 13F -134,631 shares

    0.86% of the 13F portfolio, value $2,193,060.

    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 185,256 shares
    Change vs previous 13F -53,863 shares

    2.98% of the 13F portfolio, value $7,869,689.

    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 239,119 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $10,593,102.

    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).