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RETIREMENT PLANNING GROUP, LLC / NY: LVHI position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 136,096 LVHI 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 136,096 shares
    Change vs previous 13F +8,305 shares

    3.01% of the 13F portfolio, value $5,523,474.

    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 127,791 shares
    Change vs previous 13F +8,308 shares

    3.34% of the 13F portfolio, value $5,180,642.

    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 119,483 shares
    Change vs previous 13F +3,618 shares

    3% of the 13F portfolio, value $4,399,352.

    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 115,865 shares
    Change vs previous 13F +4,147 shares

    3.01% of the 13F portfolio, value $4,026,302.

    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 111,718 shares
    Change vs previous 13F +1,983 shares

    3.2% of the 13F portfolio, value $3,636,412.

    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 109,735 shares
    Change vs previous 13F +2,884 shares

    3.61% of the 13F portfolio, value $3,552,112.

    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 106,851 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $3,261,088.

    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).