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RETIREMENT CAPITAL STRATEGIES: SNPE position timeline

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

RETIREMENT CAPITAL STRATEGIES held 50,281 SNPE 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 50,281 shares
    Change vs previous 13F +11,886 shares

    1.2% of the 13F portfolio, value $3,462,350.

    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 38,395 shares
    Change vs previous 13F -340 shares

    0.86% of the 13F portfolio, value $2,286,422.

    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 38,735 shares
    Change vs previous 13F +195 shares

    0.9% of the 13F portfolio, value $2,419,001.

    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 38,540 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,313,556.

    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 38,540 shares
    Change vs previous 13F -12,543 shares

    0.84% of the 13F portfolio, value $2,131,262.

    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 51,083 shares
    Change vs previous 13F +114 shares

    1.01% of the 13F portfolio, value $2,578,689.

    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 50,969 shares
    Change vs previous 13F -2,454 shares

    1.03% of the 13F portfolio, value $2,715,135.

    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 53,423 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,808,784.

    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).