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Retirement Planning Group, LLC: BSV position timeline

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

Retirement Planning Group, LLC held 13,668 BSV 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 13,668 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $1,064,838.

    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 13,588 shares
    Change vs previous 13F -4,153 shares

    0.03% of the 13F portfolio, value $1,065,470.

    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 17,741 shares
    Change vs previous 13F -1,509 shares

    0.05% of the 13F portfolio, value $1,398,188.

    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 19,250 shares
    Change vs previous 13F +123 shares

    0.05% of the 13F portfolio, value $1,519,010.

    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 19,127 shares
    Change vs previous 13F -1,741 shares

    0.06% of the 13F portfolio, value $1,505,288.

    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 20,868 shares
    Change vs previous 13F -16,357 shares

    0.08% of the 13F portfolio, value $1,633,546.

    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 37,225 shares
    Change vs previous 13F -34,919 shares

    0.14% of the 13F portfolio, value $2,876,405.

    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 72,144 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,677,011.

    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).