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RETIREMENT CAPITAL STRATEGIES: TBIL position timeline

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

RETIREMENT CAPITAL STRATEGIES held 20,048 TBIL 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 20,048 shares
    Change vs previous 13F -9,042 shares

    0.35% of the 13F portfolio, value $999,593.

    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 29,090 shares
    Change vs previous 13F -9,043 shares

    0.55% of the 13F portfolio, value $1,450,427.

    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 38,133 shares
    Change vs previous 13F -67,359 shares

    0.71% of the 13F portfolio, value $1,902,085.

    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 105,492 shares
    Change vs previous 13F -111,576 shares

    2.02% of the 13F portfolio, value $5,273,993.

    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 217,068 shares
    Change vs previous 13F +197,020 shares

    4.3% of the 13F portfolio, value $10,852,299.

    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 20,048 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,002,600.

    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 20,048 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $999,593.

    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).