Skip to content
Disclosery

RETIREMENT PLANNING GROUP, LLC / NY: HEFA position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 59,555 HEFA 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 59,555 shares
    Change vs previous 13F +2,232 shares

    1.52% of the 13F portfolio, value $2,794,635.

    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 57,323 shares
    Change vs previous 13F +1,649 shares

    1.57% of the 13F portfolio, value $2,435,934.

    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 55,674 shares
    Change vs previous 13F +4,349 shares

    1.57% of the 13F portfolio, value $2,302,662.

    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 51,325 shares
    Change vs previous 13F +3,377 shares

    1.52% of the 13F portfolio, value $2,032,967.

    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 47,948 shares
    Change vs previous 13F +1,452 shares

    1.6% of the 13F portfolio, value $1,820,094.

    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 46,496 shares
    Change vs previous 13F +4,715 shares

    1.72% of the 13F portfolio, value $1,687,337.

    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 41,781 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,451,899.

    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).