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Disclosery

Retirement Planning Group, LLC: DIS position timeline

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

Retirement Planning Group, LLC held 5,574 DIS 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 5,574 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $536,509.

    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 5,794 shares
    Change vs previous 13F +493 shares

    0.02% of the 13F portfolio, value $558,404.

    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 5,301 shares
    Change vs previous 13F -588 shares

    0.02% of the 13F portfolio, value $603,057.

    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 5,889 shares
    Change vs previous 13F +554 shares

    0.02% of the 13F portfolio, value $674,264.

    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 5,335 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $661,644.

    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 5,270 shares
    Change vs previous 13F +792 shares

    0.02% of the 13F portfolio, value $520,190.

    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 4,478 shares
    Change vs previous 13F +237 shares

    0.03% of the 13F portfolio, value $498,615.

    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 4,241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $407,930.

    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).