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

Retirement Planning Co of New England, Inc. held 18,795 SYM 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 18,795 shares
    Change vs previous 13F +658 shares

    0.3% of the 13F portfolio, value $790,706.

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

  2. period ended2026-06-30
    13F 18,137 shares
    Change vs previous 13F +916 shares

    0.29% of the 13F portfolio, value $815,258.

    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 17,221 shares
    Change vs previous 13F +826 shares

    0.37% of the 13F portfolio, value $916,157.

    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 16,395 shares
    Change vs previous 13F -10,189 shares

    0.39% of the 13F portfolio, value $975,503.

    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 26,584 shares
    Change vs previous 13F -5,357 shares

    0.58% of the 13F portfolio, value $1,432,878.

    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 31,941 shares
    Change vs previous 13F -118 shares

    0.55% of the 13F portfolio, value $1,240,908.

    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 32,059 shares
    Change vs previous 13F +4,731 shares

    0.32% of the 13F portfolio, value $647,912.

    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 27,328 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $647,947.

    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).