Skip to content
Disclosery

RETIREMENT PLANNING GROUP, LLC / NY: RECS position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 171,662 RECS 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 171,662 shares
    Change vs previous 13F +26,313 shares

    4.05% of the 13F portfolio, value $7,429,551.

    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 145,349 shares
    Change vs previous 13F +23,094 shares

    3.65% of the 13F portfolio, value $5,665,717.

    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 122,255 shares
    Change vs previous 13F +17,962 shares

    3.41% of the 13F portfolio, value $4,992,889.

    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 104,293 shares
    Change vs previous 13F +14,250 shares

    3.15% of the 13F portfolio, value $4,208,225.

    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 90,043 shares
    Change vs previous 13F +26,311 shares

    2.91% of the 13F portfolio, value $3,312,666.

    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 63,732 shares
    Change vs previous 13F +25,025 shares

    2.15% of the 13F portfolio, value $2,116,555.

    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 38,707 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,354,906.

    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).