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RETIREMENT PLANNING GROUP, LLC / NY: PDI position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 158,117 PDI 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 158,117 shares
    Change vs previous 13F -19,698 shares

    1.46% of the 13F portfolio, value $2,678,187.

    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 177,815 shares
    Change vs previous 13F -9,855 shares

    1.99% of the 13F portfolio, value $3,081,238.

    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 187,670 shares
    Change vs previous 13F -6,046 shares

    2.3% of the 13F portfolio, value $3,367,101.

    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 193,716 shares
    Change vs previous 13F +680 shares

    2.9% of the 13F portfolio, value $3,878,344.

    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 193,036 shares
    Change vs previous 13F +1,109 shares

    3.25% of the 13F portfolio, value $3,701,951.

    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 191,927 shares
    Change vs previous 13F +4,992 shares

    3.87% of the 13F portfolio, value $3,800,162.

    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 186,935 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $3,428,394.

    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).