RETIREMENT PLANNING GROUP, LLC / NY: SHYM position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 23,077 SHYM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 23,077 shares
Change vs previous 13F +3,582 shares
0.28% of the 13F portfolio, value $518,088.
13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 19,495 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $429,271.
13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).