RETIREMENT PLANNING GROUP, LLC / NY: SPY position timeline

RETIREMENT PLANNING GROUP, LLC / NY held 1,334 SPY 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 1,334 shares

   Change vs previous 13F +208 shares

   0.54% of the 13F portfolio, value $998,375.

   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).

2. period ended2026-03-31

   13F 1,126 shares

   Change vs previous 13F +362 shares

   0.47% of the 13F portfolio, value $734,604.

   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).

3. period ended2025-12-31

   13F 764 shares

   Change vs previous 13F +2 shares

   0.36% of the 13F portfolio, value $522,731.

   13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 762 shares

   Change vs previous 13F +45 shares

   0.38% of the 13F portfolio, value $509,328.

   13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 717 shares

   Change vs previous 13F not available

   0.39% of the 13F portfolio, value $443,597.

   13F-HR 0001951757-25-000963 filed by RETIREMENT PLANNING GROUP, LLC / NY
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).