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Retirement Planning Co of New England, Inc.: KWEB 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 KWEB, newest first. How the timeline and the estimate are built.

Retirement Planning Co of New England, Inc. held 14,218 KWEB 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 14,218 shares
    Change vs previous 13F -20 shares

    0.13% of the 13F portfolio, value $348,481.

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

  2. period ended2026-06-30
    13F 14,238 shares
    Change vs previous 13F -977 shares

    0.13% of the 13F portfolio, value $348,400.

    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 15,215 shares
    Change vs previous 13F +190 shares

    0.18% of the 13F portfolio, value $432,551.

    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 15,025 shares
    Change vs previous 13F -158 shares

    0.21% of the 13F portfolio, value $511,589.

    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 15,183 shares
    Change vs previous 13F -252 shares

    0.26% of the 13F portfolio, value $637,828.

    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 15,435 shares
    Change vs previous 13F -471 shares

    0.24% of the 13F portfolio, value $529,868.

    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 15,906 shares
    Change vs previous 13F +112 shares

    0.28% of the 13F portfolio, value $555,311.

    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 15,794 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $461,819.

    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).