Skip to content
Disclosery

RETIREMENT PLANNING GROUP, LLC / NY: FBND position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 7,986 FBND 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 7,986 shares
    Change vs previous 13F -77,802 shares

    0.2% of the 13F portfolio, value $364,621.

    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 85,788 shares
    Change vs previous 13F -290 shares

    2.53% of the 13F portfolio, value $3,928,906.

    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 86,078 shares
    Change vs previous 13F -928 shares

    2.72% of the 13F portfolio, value $3,986,027.

    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 87,006 shares
    Change vs previous 13F +4,383 shares

    3.02% of the 13F portfolio, value $4,037,761.

    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 82,623 shares
    Change vs previous 13F +113 shares

    3.33% of the 13F portfolio, value $3,794,383.

    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 82,510 shares
    Change vs previous 13F -966 shares

    3.83% of the 13F portfolio, value $3,766,566.

    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 83,476 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $3,745,563.

    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).