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Retirement Planning Group, LLC: FRDM position timeline

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

Retirement Planning Group, LLC held 2,644,118 FRDM 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 2,644,118 shares
    Change vs previous 13F +94,489 shares

    4.9% of the 13F portfolio, value $192,756,186.

    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 2,549,629 shares
    Change vs previous 13F +133,481 shares

    4.32% of the 13F portfolio, value $139,337,215.

    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 2,416,148 shares
    Change vs previous 13F +15,469 shares

    4.07% of the 13F portfolio, value $123,875,929.

    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 2,400,679 shares
    Change vs previous 13F +13,908 shares

    3.69% of the 13F portfolio, value $106,374,072.

    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 2,386,771 shares
    Change vs previous 13F +28,261 shares

    4.1% of the 13F portfolio, value $96,425,541.

    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 2,358,510 shares
    Change vs previous 13F +243,547 shares

    3.88% of the 13F portfolio, value $82,671,201.

    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 2,114,963 shares
    Change vs previous 13F +264,588 shares

    3.48% of the 13F portfolio, value $69,116,991.

    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 1,850,375 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $66,206,415.

    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).