Skip to content
Disclosery

RETIREMENT PLANNING GROUP, LLC / NY: QQQM position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 23,707 QQQM 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 23,707 shares
    Change vs previous 13F +2,856 shares

    3.91% of the 13F portfolio, value $7,182,563.

    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 20,851 shares
    Change vs previous 13F +3,218 shares

    3.19% of the 13F portfolio, value $4,954,580.

    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 17,633 shares
    Change vs previous 13F +2,311 shares

    3.04% of the 13F portfolio, value $4,459,717.

    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 15,322 shares
    Change vs previous 13F +3,660 shares

    2.83% of the 13F portfolio, value $3,786,387.

    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 11,662 shares
    Change vs previous 13F +3,312 shares

    2.33% of the 13F portfolio, value $2,648,337.

    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 8,350 shares
    Change vs previous 13F +4,118 shares

    1.64% of the 13F portfolio, value $1,611,755.

    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 4,232 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $890,650.

    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).