Skip to content
Disclosery

RETIREMENT CAPITAL STRATEGIES: VUG position timeline

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

RETIREMENT CAPITAL STRATEGIES held 12,874 VUG 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 12,874 shares
    Change vs previous 13F +12,874 shares

    0.39% of the 13F portfolio, value $1,108,966.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,466 shares

    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).

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

  3. period ended2024-12-31
    13F 2,466 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,012,145.

    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).