Retirement Planning Co of New England, Inc.
All 13F Filings
- Location
- Warwick, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 277,900
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 260 | 277,900 | 13F-HR | Retirement Planning Co of New England, Inc. |
| Q1 2026 | 5/8/2026 | 248 | 245,844 | 13F-HR | Retirement Planning Co of New England, Inc. |
| Q4 2025 | 1/28/2026 | 245 | 249,289 | 13F-HR | Retirement Planning Co of New England, Inc. |
| Q3 2025 | 11/3/2025 | 246 | 248,571 | 13F-HR | Retirement Planning Co of New England, Inc. |
| Q2 2025 | 8/12/2025 | 233 | 224,532 | 13F-HR | Retirement Planning Co of New England, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 210.4 K | 76.0% | 17.62 K | 0 | 17.62 K |
| ETFs | 66.5 K | 24.0% | 14.25 K | 0 | 14.25 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
277,900
Holdings
260
QoQ value change ($000)
32,056
(13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.