Skip to content
Disclosery

RETIREMENT PLANNING GROUP, LLC / NY: SMH position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 2,220 SMH 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 2,220 shares
    Change vs previous 13F +581 shares

    0.79% of the 13F portfolio, value $1,456,037.

    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 1,639 shares
    Change vs previous 13F +886 shares

    0.4% of the 13F portfolio, value $628,263.

    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 753 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $271,049.

    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).