RETIREMENT PLANNING GROUP, LLC / NY: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT PLANNING GROUP, LLC / NY on DIA, newest first. How the timeline and the estimate are built.

RETIREMENT PLANNING GROUP, LLC / NY held 615 DIA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 615 shares
Change vs previous 13F +1 shares
0.18% of the 13F portfolio, value $322,374.
13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 614 shares
Change vs previous 13F +2 shares
0.18% of the 13F portfolio, value $284,923.
13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 612 shares
Change vs previous 13F +3 shares
0.2% of the 13F portfolio, value $294,636.
13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 609 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $283,415.
13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).