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RETIREMENT CAPITAL STRATEGIES: VOO position timeline

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

RETIREMENT CAPITAL STRATEGIES held 23,716 VOO 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 23,716 shares
    Change vs previous 13F +35 shares

    5.66% of the 13F portfolio, value $16,288,386.

    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 23,681 shares
    Change vs previous 13F -306 shares

    5.35% of the 13F portfolio, value $14,150,582.

    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 23,987 shares
    Change vs previous 13F -89 shares

    5.58% of the 13F portfolio, value $15,042,967.

    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 24,076 shares
    Change vs previous 13F -1,427 shares

    5.66% of the 13F portfolio, value $14,743,661.

    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 25,503 shares
    Change vs previous 13F -49,468 shares

    5.74% of the 13F portfolio, value $14,486,469.

    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 74,971 shares
    Change vs previous 13F +108 shares

    15.04% of the 13F portfolio, value $38,528,290.

    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 74,863 shares
    Change vs previous 13F -1,239 shares

    15.28% of the 13F portfolio, value $40,337,063.

    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 76,102 shares
    Change vs previous 13F not available

    15.72% of the 13F portfolio, value $40,156,386.

    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).