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RETIREMENT PLANNING GROUP, LLC / NY: RWL position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 86,318 RWL 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 86,318 shares
    Change vs previous 13F +7,282 shares

    6.01% of the 13F portfolio, value $11,027,971.

    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 79,036 shares
    Change vs previous 13F +8,713 shares

    5.85% of the 13F portfolio, value $9,082,015.

    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 70,323 shares
    Change vs previous 13F +9,139 shares

    5.49% of the 13F portfolio, value $8,051,979.

    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 61,184 shares
    Change vs previous 13F +4,270 shares

    5.06% of the 13F portfolio, value $6,770,675.

    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 56,914 shares
    Change vs previous 13F +8,062 shares

    5.22% of the 13F portfolio, value $5,935,594.

    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 48,852 shares
    Change vs previous 13F +3,850 shares

    4.94% of the 13F portfolio, value $4,852,950.

    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 45,002 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $4,406,559.

    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).