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Retirement Planning Group, LLC: GOF position timeline

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

Retirement Planning Group, LLC held 328,435 GOF 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 328,435 shares
    Change vs previous 13F +81,697 shares

    0.09% of the 13F portfolio, value $3,586,511.

    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 246,738 shares
    Change vs previous 13F -40,817 shares

    0.08% of the 13F portfolio, value $2,719,053.

    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 287,555 shares
    Change vs previous 13F +13,654 shares

    0.12% of the 13F portfolio, value $3,703,709.

    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 273,901 shares
    Change vs previous 13F +158,481 shares

    0.14% of the 13F portfolio, value $4,103,037.

    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 115,420 shares
    Change vs previous 13F +27,290 shares

    0.07% of the 13F portfolio, value $1,718,606.

    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 88,130 shares
    Change vs previous 13F +39,631 shares

    0.06% of the 13F portfolio, value $1,372,191.

    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 48,499 shares
    Change vs previous 13F +16,224 shares

    0.04% of the 13F portfolio, value $740,095.

    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 32,275 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $508,654.

    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).