Skip to content
Disclosery

RETIREMENT PLANNING GROUP, LLC / NY: QQQ position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 17,930 QQQ 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 17,930 shares
    Change vs previous 13F -492 shares

    7.2% of the 13F portfolio, value $13,218,394.

    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 18,422 shares
    Change vs previous 13F -664 shares

    6.85% of the 13F portfolio, value $10,632,763.

    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 19,086 shares
    Change vs previous 13F -383 shares

    8% of the 13F portfolio, value $11,724,965.

    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 19,469 shares
    Change vs previous 13F +293 shares

    8.75% of the 13F portfolio, value $11,702,233.

    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 19,176 shares
    Change vs previous 13F +421 shares

    9.3% of the 13F portfolio, value $10,589,120.

    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 18,755 shares
    Change vs previous 13F -197 shares

    8.95% of the 13F portfolio, value $8,794,383.

    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 18,952 shares
    Change vs previous 13F not available

    10.66% of the 13F portfolio, value $9,688,911.

    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).