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RETIREMENT PLANNING GROUP, LLC / NY: JEPI position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 267,107 JEPI 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 267,107 shares
    Change vs previous 13F +22,819 shares

    8.22% of the 13F portfolio, value $15,086,230.

    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 244,288 shares
    Change vs previous 13F +14,045 shares

    8.92% of the 13F portfolio, value $13,846,244.

    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 230,243 shares
    Change vs previous 13F +33,160 shares

    9.06% of the 13F portfolio, value $13,277,423.

    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 197,083 shares
    Change vs previous 13F +24,618 shares

    8.42% of the 13F portfolio, value $11,253,418.

    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 172,465 shares
    Change vs previous 13F +26,876 shares

    8.62% of the 13F portfolio, value $9,804,610.

    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 145,589 shares
    Change vs previous 13F +21,298 shares

    8.47% of the 13F portfolio, value $8,318,979.

    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 124,291 shares
    Change vs previous 13F not available

    7.89% of the 13F portfolio, value $7,170,572.

    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).