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RETIREMENT CAPITAL STRATEGIES: NUBD position timeline

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

RETIREMENT CAPITAL STRATEGIES held 125,258 NUBD 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 125,258 shares
    Change vs previous 13F +136 shares

    0.96% of the 13F portfolio, value $2,772,586.

    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 125,122 shares
    Change vs previous 13F +3,617 shares

    1.05% of the 13F portfolio, value $2,778,960.

    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 121,505 shares
    Change vs previous 13F +14,059 shares

    1.01% of the 13F portfolio, value $2,716,244.

    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 107,446 shares
    Change vs previous 13F -1,180 shares

    0.93% of the 13F portfolio, value $2,412,700.

    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 108,626 shares
    Change vs previous 13F +18,753 shares

    0.96% of the 13F portfolio, value $2,418,015.

    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 89,873 shares
    Change vs previous 13F +70,198 shares

    0.78% of the 13F portfolio, value $1,993,833.

    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 19,675 shares
    Change vs previous 13F -86,713 shares

    0.16% of the 13F portfolio, value $428,522.

    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 106,388 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,415,008.

    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).