RETIREMENT CAPITAL STRATEGIES: FPWR position timeline

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

RETIREMENT CAPITAL STRATEGIES held 0 FPWR shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -12,420 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 12,420 shares
Change vs previous 13F +53 shares
0.15% of the 13F portfolio, value $380,947.
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 12,367 shares
Change vs previous 13F +189 shares
0.14% of the 13F portfolio, value $357,035.
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 12,178 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $354,152.
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).