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Retirement Planning Group, LLC: FDVV position timeline

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

Retirement Planning Group, LLC held 2,823,822 FDVV 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 2,823,822 shares
    Change vs previous 13F +291,280 shares

    4.33% of the 13F portfolio, value $170,248,219.

    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 2,532,542 shares
    Change vs previous 13F +217,772 shares

    4.33% of the 13F portfolio, value $139,897,599.

    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 2,314,770 shares
    Change vs previous 13F +115,547 shares

    4.31% of the 13F portfolio, value $131,224,293.

    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 2,199,223 shares
    Change vs previous 13F +201,512 shares

    4.25% of the 13F portfolio, value $122,518,702.

    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 1,997,711 shares
    Change vs previous 13F +170,094 shares

    4.42% of the 13F portfolio, value $103,920,918.

    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 1,827,617 shares
    Change vs previous 13F +1,564,773 shares

    4.25% of the 13F portfolio, value $90,649,810.

    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 262,844 shares
    Change vs previous 13F +50,018 shares

    0.66% of the 13F portfolio, value $13,126,444.

    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 212,826 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $10,779,633.

    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).