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

Retirement Planning Co of New England, Inc. held 4,400 SOXL 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 4,400 shares
    Change vs previous 13F +4,400 shares

    0.25% of the 13F portfolio, value $650,584.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -10,150 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 10,150 shares
    Change vs previous 13F +2,000 shares

    0.17% of the 13F portfolio, value $426,605.

    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).

  4. period ended2025-09-30
    13F 8,150 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $283,946.

    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).

  5. period ended2025-06-30
    13F 8,150 shares
    Change vs previous 13F +8,150 shares

    0.09% of the 13F portfolio, value $204,647.

    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).

  6. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -8,150 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 8,150 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $222,577.

    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).