Retirement Planning Co of New England, Inc. KBH KB HOME COM

Ownership history in Retirement Planning Co of New England, Inc.  ·  18 quarters on record

AI Ownership Summary

Retirement Planning Co of New England, Inc. reported KB HOME COM (KBH) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.27% in 2024 Q3. The latest visible filing shows KBH at 0.15% 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 KBH 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 KB HOME 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 Q2

KBH was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

How Retirement Planning Co of New England, Inc. held KBH — position size vs. price
% of Fund (quarterly)    KBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 6,635 +23 +0.3% 0.15% $415K 2026-07-30 $56.35
2026 Q1 UNCHANGED 6,612 0% 0.14% $342K 2026-05-08 $49.52
2025 Q4 ADDED 6,612 +16 +0.2% 0.15% $373K 2026-01-28 $57.42
2025 Q3 ADDED 6,596 +116 +1.8% 0.17% $420K 2025-11-03 $60.25
2025 Q2 ADDED 6,480 +12 +0.2% 0.15% $343K 2025-08-12 $60.49
2024 Q4 ADDED 6,468 +111 +1.7% 0.21% $425K 2025-02-10 $62.68
2024 Q3 REDUCED 6,357 -93 -1.4% 0.27% $545K 2024-11-12 $76.90
2024 Q2 REDUCED 5.2% +22.5% 6,450 -355 -5.2% 0.25% $453K 2024-08-08 $77.43
2024 Q1 ADDED 6,805 +4 +0.1% 0.26% $482K 2024-05-06 $67.56
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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

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 KBH?

Retirement Planning Co of New England, Inc. reported KBH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for KBH was 0.27% in 2024 Q3.

What is the latest reported KBH position on this page?

The most recent filing on this page is 2026 Q2, when Retirement Planning Co of New England, Inc. reported 6,635 shares, equal to 0.15% of portfolio, with an estimated market value of $415K.

What does the chart on this KBH ownership page compare?

The chart compares Retirement Planning Co of New England, Inc.'s quarterly KBH 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 KBH position?

Based on 13F filing dates vs. subsequent KBH price moves, Retirement Planning Co of New England, Inc. correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on KBH relative to SPY over the holding period was -3.2%.

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