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RCS Financial Planning, LLC: SUB position timeline

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

RCS Financial Planning, LLC held 13,541 SUB 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 13,541 shares
    Change vs previous 13F +255 shares

    0.68% of the 13F portfolio, value $1,441,753.

    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 13,286 shares
    Change vs previous 13F +193 shares

    0.73% of the 13F portfolio, value $1,415,002.

    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 13,093 shares
    Change vs previous 13F +28 shares

    0.6% of the 13F portfolio, value $1,397,066.

    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 13,065 shares
    Change vs previous 13F +2,381 shares

    0.62% of the 13F portfolio, value $1,395,124.

    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 10,684 shares
    Change vs previous 13F +3,993 shares

    0.57% of the 13F portfolio, value $1,136,179.

    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 6,691 shares
    Change vs previous 13F -1,523 shares

    0.37% of the 13F portfolio, value $706,570.

    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 8,214 shares
    Change vs previous 13F +1,430 shares

    0.46% of the 13F portfolio, value $866,413.

    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 6,784 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $720,393.

    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).