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RETIREMENT CAPITAL STRATEGIES: ITOT position timeline

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

RETIREMENT CAPITAL STRATEGIES held 42,945 ITOT 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 42,945 shares
    Change vs previous 13F +39,991 shares

    2.45% of the 13F portfolio, value $7,054,580.

    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 2,954 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $420,738.

    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 2,954 shares
    Change vs previous 13F -230 shares

    0.16% of the 13F portfolio, value $439,230.

    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 3,184 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $463,750.

    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 3,184 shares
    Change vs previous 13F -37,617 shares

    0.17% of the 13F portfolio, value $429,967.

    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 40,801 shares
    Change vs previous 13F +206 shares

    1.94% of the 13F portfolio, value $4,978,139.

    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 40,595 shares
    Change vs previous 13F -1,141 shares

    1.98% of the 13F portfolio, value $5,221,374.

    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 41,736 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $5,241,169.

    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).