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

Retirement Planning Co of New England, Inc. held 12,011 XLU 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 12,011 shares
    Change vs previous 13F +529 shares

    0.18% of the 13F portfolio, value $473,697.

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

  2. period ended2026-06-30
    13F 11,482 shares
    Change vs previous 13F +125 shares

    0.19% of the 13F portfolio, value $520,574.

    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 11,357 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $521,194.

    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 11,331 shares
    Change vs previous 13F +5,655 shares

    0.19% of the 13F portfolio, value $483,741.

    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 5,676 shares
    Change vs previous 13F -59 shares

    0.2% of the 13F portfolio, value $495,039.

    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 5,735 shares
    Change vs previous 13F -147 shares

    0.21% of the 13F portfolio, value $468,328.

    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 5,882 shares
    Change vs previous 13F -310 shares

    0.23% of the 13F portfolio, value $463,817.

    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 6,192 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $468,746.

    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).