Current Market Value 201,078,364
Current Holdings 83
Most Recent File Date 2025-07-28
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RCS Financial Planning, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 83 201,078
2025-04-25 2025-03-31 13F-HR 76 189,488
2025-01-23 2024-12-31 13F-HR 77 187,938
2024-10-22 2024-09-30 13F-HR 68 180,072
2024-07-22 2024-06-30 13F-HR 69 169,596
2024-04-26 2024-03-31 13F-HR 69 162,491
2024-02-08 2023-12-31 13F-HR 63 152,844
2023-11-03 2023-09-30 13F-HR 60 130,893
2023-07-21 2023-06-30 13F-HR 48 121,201
2023-04-27 2023-03-31 13F-HR 48 112,735
2023-01-30 2022-12-31 13F-HR 51 102,939