RETIREMENT CAPITAL STRATEGIES: XLV position timeline

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

RETIREMENT CAPITAL STRATEGIES held 1,319 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 1,319 shares
Change vs previous 13F +1,319 shares
0.07% of the 13F portfolio, value $209,273.
13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 0 shares
Change vs previous 13F -1,355 shares
13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 1,355 shares
Change vs previous 13F -614 shares
0.08% of the 13F portfolio, value $209,754.
13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,969 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $274,026.
13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,969 shares
Change vs previous 13F -482 shares
0.11% of the 13F portfolio, value $265,402.
13F-HR 0001214659-25-011779 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,451 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $357,871.
13F-HR 0001214659-25-007555 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,451 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $337,184.
13F-HR 0001214659-25-002214 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,451 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $377,503.
13F-HR 0001214659-24-018679 filed by RETIREMENT CAPITAL STRATEGIES
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).