RETIREMENT CAPITAL STRATEGIES: IUSB position timeline

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

RETIREMENT CAPITAL STRATEGIES held 219,869 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 219,869 shares
Change vs previous 13F +6,241 shares
3.52% of the 13F portfolio, value $10,146,954.
13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 213,628 shares
Change vs previous 13F +11,966 shares
3.73% of the 13F portfolio, value $9,867,477.
13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 201,662 shares
Change vs previous 13F +14,528 shares
3.48% of the 13F portfolio, value $9,385,349.
13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 187,134 shares
Change vs previous 13F -2,268 shares
3.35% of the 13F portfolio, value $8,741,029.
13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 189,402 shares
Change vs previous 13F -12,620 shares
3.47% of the 13F portfolio, value $8,756,054.
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).
period ended2025-03-31
13F 202,022 shares
Change vs previous 13F +33,751 shares
3.63% of the 13F portfolio, value $9,309,189.
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 168,271 shares
Change vs previous 13F -193,650 shares
2.88% of the 13F portfolio, value $7,605,871.
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 361,921 shares
Change vs previous 13F not available
6.67% of the 13F portfolio, value $17,053,998.
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).