Skip to content
Disclosery

RETIREMENT CAPITAL STRATEGIES: TIP position timeline

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

RETIREMENT CAPITAL STRATEGIES held 0 TIP shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -22,487 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 22,487 shares
    Change vs previous 13F -280 shares

    0.96% of the 13F portfolio, value $2,501,004.

    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).

  3. period ended2025-06-30
    13F 22,767 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,505,281.

    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).