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

Retirement Planning Co of New England, Inc. held 49,838 TOAK 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 49,838 shares
    Change vs previous 13F -20,523 shares

    0.55% of the 13F portfolio, value $1,450,784.

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

  2. period ended2026-06-30
    13F 70,361 shares
    Change vs previous 13F -14,785 shares

    0.73% of the 13F portfolio, value $2,028,859.

    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 85,146 shares
    Change vs previous 13F -86 shares

    0.99% of the 13F portfolio, value $2,436,453.

    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 85,232 shares
    Change vs previous 13F +14,048 shares

    0.97% of the 13F portfolio, value $2,419,736.

    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 71,184 shares
    Change vs previous 13F +3,673 shares

    0.81% of the 13F portfolio, value $2,002,406.

    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 67,511 shares
    Change vs previous 13F +23,284 shares

    0.84% of the 13F portfolio, value $1,878,831.

    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 44,227 shares
    Change vs previous 13F +9,194 shares

    0.61% of the 13F portfolio, value $1,217,569.

    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 35,033 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $953,773.

    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).