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RETIREMENT CAPITAL STRATEGIES: SHY position timeline

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

RETIREMENT CAPITAL STRATEGIES held 6,091 SHY 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 6,091 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $500,132.

    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 6,091 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $502,934.

    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 6,091 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $504,457.

    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 6,091 shares
    Change vs previous 13F -3,981 shares

    0.19% of the 13F portfolio, value $505,309.

    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 10,072 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $834,566.

    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 10,072 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $833,257.

    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 10,072 shares
    Change vs previous 13F +6,091 shares

    0.31% of the 13F portfolio, value $825,703.

    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 3,981 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $331,020.

    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).