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Retirement Planning Group, LLC: FXL position timeline

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

Retirement Planning Group, LLC held 8,766 FXL 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 8,766 shares
    Change vs previous 13F -745 shares

    0.05% of the 13F portfolio, value $1,904,151.

    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 9,511 shares
    Change vs previous 13F +62 shares

    0.05% of the 13F portfolio, value $1,511,061.

    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 9,449 shares
    Change vs previous 13F +239 shares

    0.05% of the 13F portfolio, value $1,590,129.

    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 9,210 shares
    Change vs previous 13F +1,653 shares

    0.05% of the 13F portfolio, value $1,547,239.

    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 7,557 shares
    Change vs previous 13F +4,427 shares

    0.05% of the 13F portfolio, value $1,189,190.

    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 3,130 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $413,975.

    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 3,130 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $464,998.

    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 3,130 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $433,896.

    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).