RETIREMENT PLANNING GROUP, LLC / NY EFT — EATON VANCE FLTING RATE INC

Ownership history in RETIREMENT PLANNING GROUP, LLC / NY  ·  4 quarters on record

AI Ownership Summary

RETIREMENT PLANNING GROUP, LLC / NY reported EATON VANCE FLTING RATE INC (EFT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.23% in 2025 Q3. The latest visible filing shows EFT at 0.11% 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.

What this EFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT PLANNING GROUP, LLC / NY's position in EATON VANCE FLTING RATE INC, 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 Q2

EFT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

EFT stock page RETIREMENT PLANNING GROUP, LLC / NY fund profile RETIREMENT PLANNING GROUP, LLC / NY full holdings
How RETIREMENT PLANNING GROUP, LLC / NY held EFT — position size vs. price
% of Fund (quarterly)    EFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 18,281 -8,439 -31.6% 0.11% $197K 2026-08-07 $10.84
2026 Q1 ADDED — — — 26,720 +585 +2.2% 0.18% $287K 2026-04-21 $10.58
2025 Q4 ADDED — — — 26,135 +570 +2.2% 0.20% $297K 2026-02-02 $10.96
2025 Q3 INITIATED — — — 25,565 — — 0.23% $301K 2025-10-28 $10.86

🏢 Other funds also holding EFT

As of 2026 Q2 — sorted by position size

Thayer Partners, LLC / MA 1.21% Garner Asset Management Corp 3Y 7Y 0.2% Hilltop Partners LLC 3Y 0.15% Ethos Financial Group, LLC 3Y 0.14% AEGON USA Investment Management, LLC 3Y 7Y 0.14% MELFA WEALTH MANAGEMENT, INC. 3Y 0.12% Shaker Financial Services, LLC 3Y 7Y 0.11% MCCARTER PRIVATE WEALTH SERVICES LLC 0.1% Hennion & Walsh Asset Management, Inc. 3Y 0.09% GREENBERG FINANCIAL GROUP 0.05%

FAQ About RETIREMENT PLANNING GROUP, LLC / NY and EFT

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

How long has RETIREMENT PLANNING GROUP, LLC / NY reported owning EFT?

RETIREMENT PLANNING GROUP, LLC / NY reported EFT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported EFT position in RETIREMENT PLANNING GROUP, LLC / NY's portfolio?

The largest reported portfolio weight for EFT was 0.23% in 2025 Q3.

What is the latest reported EFT position on this page?

The most recent filing on this page is 2026 Q2, when RETIREMENT PLANNING GROUP, LLC / NY reported 18,281 shares, equal to 0.11% of portfolio, with an estimated market value of $197K.

What does the chart on this EFT ownership page compare?

The chart compares RETIREMENT PLANNING GROUP, LLC / NY's quarterly EFT 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 GROUP, LLC / NY time their EFT position?

Based on 13F filing dates vs. subsequent EFT price moves, RETIREMENT PLANNING GROUP, LLC / NY correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EFT relative to SPY over the holding period was -15.3%.

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