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RETIREMENT CAPITAL STRATEGIES: USFR position timeline

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

RETIREMENT CAPITAL STRATEGIES held 11,161 USFR 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 11,161 shares
    Change vs previous 13F -101,236 shares

    0.2% of the 13F portfolio, value $561,966.

    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 112,397 shares
    Change vs previous 13F +61,159 shares

    2.14% of the 13F portfolio, value $5,658,074.

    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 51,238 shares
    Change vs previous 13F +7,267 shares

    0.96% of the 13F portfolio, value $2,578,305.

    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 43,971 shares
    Change vs previous 13F -123 shares

    0.85% of the 13F portfolio, value $2,210,452.

    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 44,094 shares
    Change vs previous 13F +33,715 shares

    0.88% of the 13F portfolio, value $2,218,346.

    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 10,379 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $522,375.

    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 10,379 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $522,271.

    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).