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CIK 0001817693 • 8 13F filings • May 2, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("retirement-planning-co-of-new-england-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004540 |
| $248.6M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002949 | $277.9M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003052 | $224.5M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001637 | $245.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR/A | 0001172661-25-002190 | $380.2M | View |