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Disclosery

RCS Financial Planning, LLC: OEF position timeline

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

RCS Financial Planning, LLC held 1,709 OEF 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 1,709 shares
    Change vs previous 13F -149 shares

    0.3% of the 13F portfolio, value $625,310.

    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 1,858 shares
    Change vs previous 13F -10,706 shares

    0.31% of the 13F portfolio, value $590,914.

    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 12,564 shares
    Change vs previous 13F +771 shares

    1.86% of the 13F portfolio, value $4,309,117.

    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 11,793 shares
    Change vs previous 13F +3,756 shares

    1.74% of the 13F portfolio, value $3,925,067.

    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 8,037 shares
    Change vs previous 13F +1,200 shares

    1.22% of the 13F portfolio, value $2,445,954.

    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 6,837 shares
    Change vs previous 13F +2,899 shares

    0.98% of the 13F portfolio, value $1,851,788.

    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 3,938 shares
    Change vs previous 13F +177 shares

    0.61% of the 13F portfolio, value $1,137,599.

    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).

  8. period ended2024-09-30
    13F 3,761 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,040,942.

    13F-HR 0001085146-24-005060 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).