Retirement Planning Co of New England, Inc.

Pension

Position in MS — Morgan Stanley

CIK 1817693 Warwick, RI

Position in MS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,870,908

+$380,398 QoQ

Shares Held

8,950

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,104

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $5,307,290 across 4 Capital Markets names. MS ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,796	$2,827,790
2	MS	Morgan Stanley This page	8,950	$1,870,908
3	SCHW	Schwab Charles Corp	3,868	$356,900
4	BMNR	Bitmine Immersion Technologies, Inc.	18,910	$251,692

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,870,908	8,950	-1.2%	Shares	Sole	2026-07-30
2026-03-31	$1,490,510	9,057	-0.5%	Shares	Sole	2026-05-08
2025-12-31	$1,616,588	9,106	+0.8%	Shares	Sole	2026-01-28
2025-09-30	$1,435,567	9,031	+0.3%	Shares	Sole	2025-11-03
2025-06-30	$1,267,880	9,001	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$1,052,830	9,024	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$1,133,114	9,013	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$949,000	9,104	-2.7%	Shares	Sole	2024-11-12
2024-06-30	$909,309	9,356	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$881,525	9,362	-38.4%	Shares	Sole	2024-05-06
2023-12-31	$1,416,187	15,187	+2.8%	Shares	Sole	2024-02-12
2023-09-30	$1,207,000	14,779	+41.2%	Shares	Sole	2023-11-13
2023-06-30	$894,052	10,469	+0.4%	Shares	Sole	2023-08-11
2023-03-31	$915,666	10,429	+2.9%	Shares	Sole	2023-04-21
2022-12-31	$861,762	10,136	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$799,818	10,123	+0.5%	Shares	Sole	2022-10-19
2022-06-30	$766,456	10,077	-2.9%	Shares	Sole	2022-08-12
2022-03-31	$907,474	10,383	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$1,018,606	10,377	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.