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RETIREMENT CAPITAL STRATEGIES: SGOV position timeline

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

RETIREMENT CAPITAL STRATEGIES held 13,908 SGOV 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 13,908 shares
    Change vs previous 13F +517 shares

    0.49% of the 13F portfolio, value $1,400,118.

    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 13,391 shares
    Change vs previous 13F -596 shares

    0.51% of the 13F portfolio, value $1,347,938.

    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 13,987 shares
    Change vs previous 13F +596 shares

    0.52% of the 13F portfolio, value $1,404,015.

    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 13,391 shares
    Change vs previous 13F +1,133 shares

    0.52% of the 13F portfolio, value $1,348,474.

    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 12,258 shares
    Change vs previous 13F -82,348 shares

    0.49% of the 13F portfolio, value $1,234,258.

    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 94,606 shares
    Change vs previous 13F -25,393 shares

    3.72% of the 13F portfolio, value $9,523,987.

    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 119,999 shares
    Change vs previous 13F +116,130 shares

    4.56% of the 13F portfolio, value $12,038,300.

    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 3,869 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $389,727.

    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).