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

Retirement Planning Co of New England, Inc. held 18,037 WFC 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 18,037 shares
    Change vs previous 13F -356 shares

    0.55% of the 13F portfolio, value $1,443,880.

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

  2. period ended2026-06-30
    13F 18,393 shares
    Change vs previous 13F -123 shares

    0.55% of the 13F portfolio, value $1,520,012.

    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 18,516 shares
    Change vs previous 13F -66 shares

    0.6% of the 13F portfolio, value $1,474,036.

    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 18,582 shares
    Change vs previous 13F -87 shares

    0.69% of the 13F portfolio, value $1,731,871.

    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 18,669 shares
    Change vs previous 13F +198 shares

    0.63% of the 13F portfolio, value $1,564,872.

    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 18,471 shares
    Change vs previous 13F +37 shares

    0.66% of the 13F portfolio, value $1,479,861.

    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 18,434 shares
    Change vs previous 13F +144 shares

    0.66% of the 13F portfolio, value $1,323,428.

    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 18,290 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,284,758.

    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).