Skip to content
Disclosery

Retirement Planning Group, LLC: BOTZ position timeline

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

Retirement Planning Group, LLC held 16,326 BOTZ 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 16,326 shares
    Change vs previous 13F -351 shares

    0.02% of the 13F portfolio, value $619,408.

    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 16,677 shares
    Change vs previous 13F -642 shares

    0.02% of the 13F portfolio, value $554,010.

    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 17,319 shares
    Change vs previous 13F -1,290 shares

    0.02% of the 13F portfolio, value $627,483.

    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 18,609 shares
    Change vs previous 13F -11,545 shares

    0.02% of the 13F portfolio, value $659,332.

    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 30,154 shares
    Change vs previous 13F -17,076 shares

    0.04% of the 13F portfolio, value $984,535.

    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 47,230 shares
    Change vs previous 13F -11,104 shares

    0.06% of the 13F portfolio, value $1,344,166.

    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 58,334 shares
    Change vs previous 13F -88,512 shares

    0.09% of the 13F portfolio, value $1,863,771.

    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 146,846 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,721,096.

    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).