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Retirement Planning Group, LLC: CSHI position timeline

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

Retirement Planning Group, LLC held 438,606 CSHI 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 438,606 shares
    Change vs previous 13F +150,533 shares

    0.56% of the 13F portfolio, value $21,846,953.

    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 288,073 shares
    Change vs previous 13F +43,113 shares

    0.44% of the 13F portfolio, value $14,340,272.

    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 244,960 shares
    Change vs previous 13F +7,018 shares

    0.4% of the 13F portfolio, value $12,181,837.

    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 237,942 shares
    Change vs previous 13F -4,465 shares

    0.41% of the 13F portfolio, value $11,831,183.

    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 242,407 shares
    Change vs previous 13F -25,066 shares

    0.51% of the 13F portfolio, value $12,054,888.

    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 267,473 shares
    Change vs previous 13F -136,508 shares

    0.62% of the 13F portfolio, value $13,274,671.

    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 403,981 shares
    Change vs previous 13F -380,755 shares

    1.01% of the 13F portfolio, value $20,126,352.

    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 784,736 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $39,079,843.

    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).