Skip to content
Disclosery

Retirement Planning Group, LLC: DFUS position timeline

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

Retirement Planning Group, LLC held 41,438 DFUS 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 41,438 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $3,395,446.

    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 41,423 shares
    Change vs previous 13F -1,773 shares

    0.09% of the 13F portfolio, value $2,937,270.

    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 43,196 shares
    Change vs previous 13F -642 shares

    0.11% of the 13F portfolio, value $3,203,852.

    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 43,838 shares
    Change vs previous 13F +463 shares

    0.11% of the 13F portfolio, value $3,175,604.

    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 43,375 shares
    Change vs previous 13F -645 shares

    0.12% of the 13F portfolio, value $2,907,026.

    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 44,020 shares
    Change vs previous 13F -759 shares

    0.12% of the 13F portfolio, value $2,662,331.

    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 44,779 shares
    Change vs previous 13F +31 shares

    0.14% of the 13F portfolio, value $2,854,630.

    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 44,748 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,783,339.

    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).