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Retirement Planning Group, LLC: BOND position timeline

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

Retirement Planning Group, LLC held 93,117 BOND 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 93,117 shares
    Change vs previous 13F +33,565 shares

    0.22% of the 13F portfolio, value $8,586,277.

    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 59,552 shares
    Change vs previous 13F +41,516 shares

    0.17% of the 13F portfolio, value $5,495,441.

    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 18,036 shares
    Change vs previous 13F -617 shares

    0.06% of the 13F portfolio, value $1,678,762.

    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 18,653 shares
    Change vs previous 13F -13,036 shares

    0.06% of the 13F portfolio, value $1,741,258.

    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 31,689 shares
    Change vs previous 13F -3,604 shares

    0.12% of the 13F portfolio, value $2,921,060.

    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 35,293 shares
    Change vs previous 13F -16,662 shares

    0.15% of the 13F portfolio, value $3,263,500.

    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 51,955 shares
    Change vs previous 13F -1,221 shares

    0.24% of the 13F portfolio, value $4,697,775.

    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 53,176 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,030,953.

    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).