Skip to content
Disclosery

RETIREMENT CAPITAL STRATEGIES: SPTS position timeline

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

RETIREMENT CAPITAL STRATEGIES held 17,229 SPTS 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 17,229 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $499,813.

    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 17,229 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $502,742.

    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 17,229 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $504,465.

    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 17,229 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $505,154.

    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 17,229 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $504,637.

    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 17,229 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $503,776.

    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 17,229 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $499,813.

    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).