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Retirement Planning Group, LLC: DFAC position timeline

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

Retirement Planning Group, LLC held 100,702 DFAC 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 100,702 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $4,467,123.

    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 100,696 shares
    Change vs previous 13F -1,622 shares

    0.12% of the 13F portfolio, value $3,913,029.

    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 102,318 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $4,050,766.

    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 102,309 shares
    Change vs previous 13F +3,998 shares

    0.14% of the 13F portfolio, value $3,946,042.

    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 98,311 shares
    Change vs previous 13F -864 shares

    0.15% of the 13F portfolio, value $3,523,449.

    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 99,175 shares
    Change vs previous 13F -1,466 shares

    0.15% of the 13F portfolio, value $3,271,784.

    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 100,641 shares
    Change vs previous 13F +21 shares

    0.18% of the 13F portfolio, value $3,481,165.

    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 100,620 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,450,263.

    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).