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Retirement Planning Group, LLC: FSMD position timeline

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

Retirement Planning Group, LLC held 5,565,941 FSMD 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 5,565,941 shares
    Change vs previous 13F +400,546 shares

    7.47% of the 13F portfolio, value $294,159,993.

    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 5,165,395 shares
    Change vs previous 13F +1,144,782 shares

    7.16% of the 13F portfolio, value $230,996,444.

    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 4,020,613 shares
    Change vs previous 13F +216,879 shares

    5.83% of the 13F portfolio, value $177,429,668.

    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 3,803,734 shares
    Change vs previous 13F +252,240 shares

    5.81% of the 13F portfolio, value $167,402,322.

    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 3,551,494 shares
    Change vs previous 13F +73,441 shares

    6.27% of the 13F portfolio, value $147,280,446.

    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 3,478,053 shares
    Change vs previous 13F +895,658 shares

    6.39% of the 13F portfolio, value $136,200,555.

    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 2,582,395 shares
    Change vs previous 13F +288,260 shares

    5.35% of the 13F portfolio, value $106,317,219.

    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 2,294,135 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $94,977,185.

    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).