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Retirement Planning Group, LLC: DGRW position timeline

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

Retirement Planning Group, LLC held 113,879 DGRW 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 113,879 shares
    Change vs previous 13F -1,857 shares

    0.28% of the 13F portfolio, value $10,889,110.

    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 115,736 shares
    Change vs previous 13F -583 shares

    0.31% of the 13F portfolio, value $10,166,250.

    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 116,319 shares
    Change vs previous 13F -2,533 shares

    0.34% of the 13F portfolio, value $10,402,408.

    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 118,852 shares
    Change vs previous 13F +183 shares

    0.37% of the 13F portfolio, value $10,573,074.

    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 118,669 shares
    Change vs previous 13F +1,330 shares

    0.42% of the 13F portfolio, value $9,937,342.

    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 117,339 shares
    Change vs previous 13F -2,197 shares

    0.44% of the 13F portfolio, value $9,370,693.

    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 119,536 shares
    Change vs previous 13F -5,995 shares

    0.49% of the 13F portfolio, value $9,674,048.

    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 125,531 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $10,445,435.

    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).