RETIREMENT PLANNING GROUP, LLC / NY: PLTR position timeline

RETIREMENT PLANNING GROUP, LLC / NY held 2,078 PLTR 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 2,078 shares

   Change vs previous 13F -44 shares

   0.13% of the 13F portfolio, value $242,451.

   13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,122 shares

   Change vs previous 13F +155 shares

   0.2% of the 13F portfolio, value $310,419.

   13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,967 shares

   Change vs previous 13F -43 shares

   0.24% of the 13F portfolio, value $349,650.

   13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,010 shares

   Change vs previous 13F +318 shares

   0.27% of the 13F portfolio, value $366,732.

   13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,692 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $230,617.

   13F-HR 0001951757-25-000963 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).