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RETIREMENT CAPITAL STRATEGIES: SPTM position timeline

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

RETIREMENT CAPITAL STRATEGIES held 132,501 SPTM 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 132,501 shares
    Change vs previous 13F -579 shares

    4.18% of the 13F portfolio, value $12,029,766.

    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 133,080 shares
    Change vs previous 13F -1,612 shares

    3.98% of the 13F portfolio, value $10,521,305.

    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 134,692 shares
    Change vs previous 13F 0 shares

    4.12% of the 13F portfolio, value $11,112,090.

    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 134,692 shares
    Change vs previous 13F -5,048 shares

    4.17% of the 13F portfolio, value $10,862,910.

    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 139,740 shares
    Change vs previous 13F -31,910 shares

    4.15% of the 13F portfolio, value $10,465,129.

    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 171,650 shares
    Change vs previous 13F -4,448 shares

    4.56% of the 13F portfolio, value $11,673,917.

    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 176,098 shares
    Change vs previous 13F -2,678 shares

    4.76% of the 13F portfolio, value $12,578,680.

    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 178,776 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $12,525,047.

    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).