RETIREMENT PLANNING GROUP, LLC / NY

Business address
2691 State Route 9, Malta, NY, 12020
Top securities (13F)
QQQ, JEPI, RWL, PAVE, QYLD, JCE, RECS, RFDA, XLF, FBND, LVHI, PDI, QQQM, XLE, GE, NVDA, SCHD, AAPL, HYDB, and VONE
State of incorporation
NY
Fiscal year end
31 December
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RETIREMENT PLANNING GROUP, LLC / NY has filed 5 SEC EDGAR filings since 19 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-25374
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-25374
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-25374
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-25374
13F-HR Open Document Open Filing 19 Feb 2025 31 Dec 2024 028-25374