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RCS Financial Planning, LLC: FLDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RCS Financial Planning, LLC on FLDR, newest first. How the timeline and the estimate are built.

RCS Financial Planning, LLC held 125,130 FLDR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,130 shares
    Change vs previous 13F +2,225 shares

    2.98% of the 13F portfolio, value $6,289,376.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, LLC
    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 122,905 shares
    Change vs previous 13F +1,713 shares

    3.2% of the 13F portfolio, value $6,172,427.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, LLC
    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 121,192 shares
    Change vs previous 13F +9,116 shares

    2.63% of the 13F portfolio, value $6,111,579.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, LLC
    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 112,076 shares
    Change vs previous 13F +12,102 shares

    2.5% of the 13F portfolio, value $5,648,406.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, LLC
    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 99,974 shares
    Change vs previous 13F -152 shares

    2.5% of the 13F portfolio, value $5,025,602.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, LLC
    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 100,126 shares
    Change vs previous 13F +3,075 shares

    2.66% of the 13F portfolio, value $5,036,660.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, LLC
    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 97,051 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $4,867,014.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).