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Retirement Planning Group, LLC: BNDI position timeline

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

Retirement Planning Group, LLC held 2,256,448 BNDI 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 2,256,448 shares
    Change vs previous 13F +244,008 shares

    2.7% of the 13F portfolio, value $106,143,328.

    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 2,012,440 shares
    Change vs previous 13F +259,779 shares

    2.94% of the 13F portfolio, value $94,984,736.

    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 1,752,661 shares
    Change vs previous 13F +134,768 shares

    2.74% of the 13F portfolio, value $83,356,535.

    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 1,617,893 shares
    Change vs previous 13F +151,469 shares

    2.67% of the 13F portfolio, value $77,027,892.

    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 1,466,424 shares
    Change vs previous 13F +95,679 shares

    2.95% of the 13F portfolio, value $69,408,350.

    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 1,370,745 shares
    Change vs previous 13F +326,518 shares

    3.03% of the 13F portfolio, value $64,568,957.

    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 1,044,227 shares
    Change vs previous 13F +516,845 shares

    2.45% of the 13F portfolio, value $48,718,433.

    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 527,382 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $25,672,956.

    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).