RETIREMENT CAPITAL STRATEGIES: SOLV position timeline

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

RETIREMENT CAPITAL STRATEGIES held 6,827 SOLV 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 6,827 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $526,703.
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 6,827 shares
Change vs previous 13F 0 shares
0.17% of the 13F portfolio, value $445,803.
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 6,827 shares
Change vs previous 13F 0 shares
0.2% of the 13F portfolio, value $540,971.
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 6,827 shares
Change vs previous 13F 0 shares
0.19% of the 13F portfolio, value $498,371.
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 6,827 shares
Change vs previous 13F -1,041 shares
0.21% of the 13F portfolio, value $517,760.
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 7,868 shares
Change vs previous 13F -405 shares
0.23% of the 13F portfolio, value $598,283.
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 8,273 shares
Change vs previous 13F -84 shares
0.21% of the 13F portfolio, value $546,514.
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 8,357 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $582,650.
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).