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RETIREMENT PLANNING GROUP, LLC / NY: DJD position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 29,164 DJD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,164 shares
    Change vs previous 13F -489 shares

    1.01% of the 13F portfolio, value $1,848,142.

    13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,653 shares
    Change vs previous 13F -2,288 shares

    1.14% of the 13F portfolio, value $1,771,449.

    13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,941 shares
    Change vs previous 13F -921 shares

    1.24% of the 13F portfolio, value $1,825,099.

    13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,862 shares
    Change vs previous 13F -1,950 shares

    1.36% of the 13F portfolio, value $1,814,575.

    13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,812 shares
    Change vs previous 13F -1,666 shares

    1.63% of the 13F portfolio, value $1,851,627.

    13F-HR 0001951757-25-000963 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,478 shares
    Change vs previous 13F -1,258 shares

    1.96% of the 13F portfolio, value $1,927,135.

    13F-HR 0001951757-25-000395 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,736 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $1,913,758.

    13F-HR 0001951757-25-000272 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).