Retirement Planning Co of New England, Inc. ZVRA — KEMPHARM INC COM

Ownership history in Retirement Planning Co of New England, Inc.  ·  20 quarters on record

AI Ownership Summary

Retirement Planning Co of New England, Inc. reported KEMPHARM INC COM (ZVRA) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 3.27% in 2026 Q2. The latest visible filing shows ZVRA at 2.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZVRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Planning Co of New England, Inc.'s position in KEMPHARM INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ZVRA was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.27% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Retirement Planning Co of New England, Inc. held ZVRA — position size vs. price
% of Fund (quarterly)    ZVRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 612,329 -22,081 -3.5% 2.55% $6.7M 2026-10-15 $10.27
2026 Q2 REDUCED — — — 634,410 -16,738 -2.6% 3.27% $9.1M 2026-07-30 $9.64
2026 Q1 REDUCED — — — 651,148 -11,828 -1.8% 2.47% $6.1M 2026-05-08 $11.13
2025 Q4 ADDED — — — 662,976 +62,206 +10.4% 2.38% $5.9M 2026-01-28 $8.63
2025 Q3 ADDED — — — 600,770 +47,473 +8.6% 2.30% $5.7M 2025-11-03 $10.21
2025 Q2 ADDED — — — 553,297 +214,395 +63.3% 2.17% $4.9M 2025-08-12 $11.76
2025 Q1 REDUCED 34.2% +17.6% ❌ 338,902 -175,930 -34.2% 0.67% $2.5M 2025-05-02 $8.00
2024 Q4 ADDED — — — 514,832 +15,327 +3.1% 2.08% $4.3M 2025-02-10 $7.53
2024 Q3 ADDED — — — 499,505 +41,205 +9.0% 1.73% $3.5M 2024-11-12 $8.57
2024 Q2 ADDED — — — 458,300 +28,107 +6.5% 1.22% $2.2M 2024-08-08 $7.39
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Retirement Planning Co of New England, Inc. and ZVRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Planning Co of New England, Inc. reported owning ZVRA?

Retirement Planning Co of New England, Inc. reported ZVRA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported ZVRA position in Retirement Planning Co of New England, Inc.'s portfolio?

The largest reported portfolio weight for ZVRA was 3.27% in 2026 Q2.

What is the latest reported ZVRA position on this page?

The most recent filing on this page is 2026 Q3, when Retirement Planning Co of New England, Inc. reported 612,329 shares, equal to 2.55% of portfolio, with an estimated market value of $6.7M.

What does the chart on this ZVRA ownership page compare?

The chart compares Retirement Planning Co of New England, Inc.'s quarterly ZVRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Retirement Planning Co of New England, Inc. time their ZVRA position?

Based on 13F filing dates vs. subsequent ZVRA price moves, Retirement Planning Co of New England, Inc. correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on ZVRA relative to SPY over the holding period was +53.6%.

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