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Retirement Planning Group, LLC: FIXD position timeline

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

Retirement Planning Group, LLC held 114,822 FIXD 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 114,822 shares
    Change vs previous 13F +7,734 shares

    0.13% of the 13F portfolio, value $5,007,394.

    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 107,088 shares
    Change vs previous 13F +10,953 shares

    0.14% of the 13F portfolio, value $4,667,981.

    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 96,135 shares
    Change vs previous 13F +11,316 shares

    0.14% of the 13F portfolio, value $4,260,706.

    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 84,819 shares
    Change vs previous 13F +29,020 shares

    0.13% of the 13F portfolio, value $3,767,641.

    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 55,799 shares
    Change vs previous 13F +8,334 shares

    0.1% of the 13F portfolio, value $2,449,038.

    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 47,465 shares
    Change vs previous 13F +22,096 shares

    0.1% of the 13F portfolio, value $2,080,866.

    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 25,369 shares
    Change vs previous 13F +9,176 shares

    0.05% of the 13F portfolio, value $1,090,106.

    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 16,193 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $732,571.

    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).