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RETIREMENT PLANNING GROUP, LLC / NY: QYLD position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 275,764 QYLD 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 275,764 shares
    Change vs previous 13F +4,223 shares

    2.77% of the 13F portfolio, value $5,082,321.

    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 271,541 shares
    Change vs previous 13F -375 shares

    3% of the 13F portfolio, value $4,656,922.

    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 271,916 shares
    Change vs previous 13F +535 shares

    3.28% of the 13F portfolio, value $4,804,763.

    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 271,381 shares
    Change vs previous 13F +6,543 shares

    3.45% of the 13F portfolio, value $4,616,198.

    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 264,838 shares
    Change vs previous 13F +69,434 shares

    3.89% of the 13F portfolio, value $4,428,095.

    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 195,404 shares
    Change vs previous 13F +67,867 shares

    3.31% of the 13F portfolio, value $3,249,566.

    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 127,537 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $2,323,721.

    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).