RETIREMENT CAPITAL STRATEGIES: LPLA position timeline

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

RETIREMENT CAPITAL STRATEGIES held 10,041 LPLA 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 10,041 shares
Change vs previous 13F 0 shares
0.98% of the 13F portfolio, value $2,828,349.
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 10,041 shares
Change vs previous 13F 0 shares
1.14% of the 13F portfolio, value $3,020,634.
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 10,041 shares
Change vs previous 13F 0 shares
1.33% of the 13F portfolio, value $3,586,344.
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 10,041 shares
Change vs previous 13F 0 shares
1.28% of the 13F portfolio, value $3,340,540.
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 10,041 shares
Change vs previous 13F 0 shares
1.49% of the 13F portfolio, value $3,765,074.
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 10,041 shares
Change vs previous 13F 0 shares
1.28% of the 13F portfolio, value $3,284,813.
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 10,041 shares
Change vs previous 13F 0 shares
1.24% of the 13F portfolio, value $3,278,487.
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 10,041 shares
Change vs previous 13F not available
0.91% of the 13F portfolio, value $2,335,838.
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).