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RETIREMENT PLANNING GROUP, LLC / NY: RFDA position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 58,513 RFDA 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 58,513 shares
    Change vs previous 13F -1,964 shares

    2.24% of the 13F portfolio, value $4,119,988.

    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 60,477 shares
    Change vs previous 13F -3,990 shares

    2.44% of the 13F portfolio, value $3,789,993.

    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 64,467 shares
    Change vs previous 13F -1,373 shares

    2.8% of the 13F portfolio, value $4,110,140.

    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 65,840 shares
    Change vs previous 13F -2,265 shares

    3.1% of the 13F portfolio, value $4,144,646.

    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 68,105 shares
    Change vs previous 13F -1,242 shares

    3.47% of the 13F portfolio, value $3,950,711.

    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 69,347 shares
    Change vs previous 13F -1,329 shares

    3.75% of the 13F portfolio, value $3,683,983.

    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 70,676 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $3,951,934.

    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).