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RETIREMENT CAPITAL STRATEGIES: IEI position timeline

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

RETIREMENT CAPITAL STRATEGIES held 0 IEI shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -35,404 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 35,404 shares
    Change vs previous 13F +11,687 shares

    1.57% of the 13F portfolio, value $4,225,428.

    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).

  3. period ended2025-09-30
    13F 23,717 shares
    Change vs previous 13F -251 shares

    1.09% of the 13F portfolio, value $2,834,456.

    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).

  4. period ended2025-06-30
    13F 23,968 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,854,348.

    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).