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RETIREMENT CAPITAL STRATEGIES: GBIL position timeline

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

RETIREMENT CAPITAL STRATEGIES held 13,576 GBIL 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 13,576 shares
    Change vs previous 13F -58,026 shares

    0.47% of the 13F portfolio, value $1,359,772.

    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 71,602 shares
    Change vs previous 13F +7,896 shares

    2.71% of the 13F portfolio, value $7,173,842.

    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 63,706 shares
    Change vs previous 13F +4,342 shares

    2.36% of the 13F portfolio, value $6,366,778.

    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 59,364 shares
    Change vs previous 13F +3,358 shares

    2.28% of the 13F portfolio, value $5,950,054.

    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 56,006 shares
    Change vs previous 13F -37,143 shares

    2.22% of the 13F portfolio, value $5,609,001.

    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 93,149 shares
    Change vs previous 13F +83,141 shares

    3.64% of the 13F portfolio, value $9,331,667.

    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 10,008 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $999,999.

    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).