Skip to content
Disclosery

Retirement Planning Co of New England, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Co of New England, Inc. on IWM, newest first. How the timeline and the estimate are built.

Retirement Planning Co of New England, Inc. held 1,277 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,277 shares
    Change vs previous 13F +39 shares

    0.13% of the 13F portfolio, value $354,983.

    13F-HR 0001172661-26-004542 filed by Retirement Planning Co of New England, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,238 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $372,078.

    13F-HR 0001172661-26-002949 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,288 shares
    Change vs previous 13F +150 shares

    0.13% of the 13F portfolio, value $319,519.

    13F-HR 0001172661-26-001637 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,138 shares
    Change vs previous 13F +135 shares

    0.11% of the 13F portfolio, value $280,222.

    13F-HR 0001172661-26-000360 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,003 shares
    Change vs previous 13F -270 shares

    0.1% of the 13F portfolio, value $242,770.

    13F-HR 0001172661-25-004540 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,273 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $274,773.

    13F-HR 0001172661-25-003052 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 1,270 shares
    Change vs previous 13F -225 shares

    0.13% of the 13F portfolio, value $253,417.

    13F-HR/A 0001172661-25-002190 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,495 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $330,405.

    13F-HR 0001172661-25-000632 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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