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Retirement Planning Group, LLC: FBND position timeline

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

Retirement Planning Group, LLC held 3,153,325 FBND 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 3,153,325 shares
    Change vs previous 13F +309,452 shares

    3.64% of the 13F portfolio, value $143,444,742.

    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 2,843,873 shares
    Change vs previous 13F +353,665 shares

    4.02% of the 13F portfolio, value $129,737,476.

    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 2,490,208 shares
    Change vs previous 13F +199,901 shares

    3.77% of the 13F portfolio, value $114,649,199.

    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 2,290,307 shares
    Change vs previous 13F +202,815 shares

    3.68% of the 13F portfolio, value $105,903,812.

    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 2,087,492 shares
    Change vs previous 13F +122,652 shares

    4.06% of the 13F portfolio, value $95,502,758.

    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 1,964,840 shares
    Change vs previous 13F +367,028 shares

    4.21% of the 13F portfolio, value $89,694,965.

    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 1,597,812 shares
    Change vs previous 13F +656,841 shares

    3.61% of the 13F portfolio, value $71,693,812.

    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 940,971 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $43,981,037.

    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).