RETIREMENT PLANNING GROUP, LLC / NY: UFOX position timeline

RETIREMENT PLANNING GROUP, LLC / NY held 4,024 UFOX 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 4,024 shares

   Change vs previous 13F -3 shares

   0.21% of the 13F portfolio, value $382,410.

   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 4,027 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $274,561.

   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 4,027 shares

   Change vs previous 13F +1 shares

   0.18% of the 13F portfolio, value $257,051.

   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 4,026 shares

   Change vs previous 13F 0 shares

   0.19% of the 13F portfolio, value $248,332.

   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 4,026 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $212,394.

   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).