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Retirement Planning Group, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on BIV, newest first. How the timeline and the estimate are built.

Retirement Planning Group, LLC held 153,297 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,297 shares
    Change vs previous 13F +71,690 shares

    0.3% of the 13F portfolio, value $11,757,861.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 81,607 shares
    Change vs previous 13F +1,979 shares

    0.2% of the 13F portfolio, value $6,298,433.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,628 shares
    Change vs previous 13F -37,183 shares

    0.2% of the 13F portfolio, value $6,201,452.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 116,811 shares
    Change vs previous 13F -3,194 shares

    0.32% of the 13F portfolio, value $9,121,808.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 120,005 shares
    Change vs previous 13F +4,760 shares

    0.39% of the 13F portfolio, value $9,281,208.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,245 shares
    Change vs previous 13F +78,480 shares

    0.41% of the 13F portfolio, value $8,824,317.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,765 shares
    Change vs previous 13F -29,393 shares

    0.14% of the 13F portfolio, value $2,747,465.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,158 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,184,802.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).