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RETIREMENT PLANNING GROUP, LLC / NY: SCHV position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 22,683 SCHV 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 22,683 shares
    Change vs previous 13F -593 shares

    0.43% of the 13F portfolio, value $789,590.

    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 23,276 shares
    Change vs previous 13F +2,205 shares

    0.46% of the 13F portfolio, value $709,930.

    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 21,071 shares
    Change vs previous 13F +3,634 shares

    0.43% of the 13F portfolio, value $623,898.

    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 17,437 shares
    Change vs previous 13F +5,763 shares

    0.38% of the 13F portfolio, value $507,600.

    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 11,674 shares
    Change vs previous 13F +1,239 shares

    0.28% of the 13F portfolio, value $323,031.

    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 10,435 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $277,374.

    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).