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RETIREMENT PLANNING GROUP, LLC / NY: XLF position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 76,391 XLF 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 76,391 shares
    Change vs previous 13F -289 shares

    2.23% of the 13F portfolio, value $4,095,343.

    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 76,680 shares
    Change vs previous 13F -710 shares

    2.44% of the 13F portfolio, value $3,785,707.

    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 77,390 shares
    Change vs previous 13F +1,237 shares

    2.89% of the 13F portfolio, value $4,238,647.

    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 76,153 shares
    Change vs previous 13F -642 shares

    3.07% of the 13F portfolio, value $4,102,382.

    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 76,795 shares
    Change vs previous 13F -1,634 shares

    3.53% of the 13F portfolio, value $4,021,761.

    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 78,429 shares
    Change vs previous 13F +4,813 shares

    3.98% of the 13F portfolio, value $3,906,548.

    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).

  7. period ended2024-12-31
    13F 73,616 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $3,557,872.

    13F-HR 0001951757-25-000272 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).