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RETIREMENT PLANNING GROUP, LLC / NY: JCE position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 250,109 JCE 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 250,109 shares
    Change vs previous 13F -4,969 shares

    2.28% of the 13F portfolio, value $4,183,077.

    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 255,078 shares
    Change vs previous 13F -13,037 shares

    2.49% of the 13F portfolio, value $3,856,915.

    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 268,115 shares
    Change vs previous 13F -2,584 shares

    2.92% of the 13F portfolio, value $4,273,749.

    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 270,699 shares
    Change vs previous 13F -9,111 shares

    3.25% of the 13F portfolio, value $4,345,507.

    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 279,810 shares
    Change vs previous 13F -6,887 shares

    3.89% of the 13F portfolio, value $4,425,755.

    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 286,697 shares
    Change vs previous 13F -5,195 shares

    4.26% of the 13F portfolio, value $4,182,915.

    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 291,892 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $4,641,085.

    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).