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Retirement Planning Group, LLC: DIVO position timeline

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

Retirement Planning Group, LLC held 3,438,086 DIVO 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 3,438,086 shares
    Change vs previous 13F +257,382 shares

    3.99% of the 13F portfolio, value $157,120,549.

    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 3,180,704 shares
    Change vs previous 13F +287,226 shares

    4.42% of the 13F portfolio, value $142,654,580.

    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 2,893,478 shares
    Change vs previous 13F +123,069 shares

    4.23% of the 13F portfolio, value $128,759,758.

    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 2,770,409 shares
    Change vs previous 13F +66,180 shares

    4.29% of the 13F portfolio, value $123,477,114.

    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 2,704,229 shares
    Change vs previous 13F +44,013 shares

    4.89% of the 13F portfolio, value $115,064,950.

    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 2,660,216 shares
    Change vs previous 13F -997,080 shares

    5.09% of the 13F portfolio, value $108,457,011.

    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 3,657,296 shares
    Change vs previous 13F +397,777 shares

    7.45% of the 13F portfolio, value $148,047,351.

    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 3,259,519 shares
    Change vs previous 13F not available

    7.31% of the 13F portfolio, value $134,259,608.

    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).