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Retirement Planning Group, LLC: GTO position timeline

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

Retirement Planning Group, LLC held 27,573 GTO 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 27,573 shares
    Change vs previous 13F -3,964 shares

    0.03% of the 13F portfolio, value $1,292,347.

    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 31,537 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,476,878.

    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 31,537 shares
    Change vs previous 13F -234 shares

    0.05% of the 13F portfolio, value $1,495,485.

    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 31,771 shares
    Change vs previous 13F -1,252 shares

    0.05% of the 13F portfolio, value $1,509,440.

    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 33,023 shares
    Change vs previous 13F -1,584 shares

    0.07% of the 13F portfolio, value $1,548,439.

    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 34,607 shares
    Change vs previous 13F -1,559 shares

    0.08% of the 13F portfolio, value $1,624,119.

    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 36,166 shares
    Change vs previous 13F -1,664 shares

    0.08% of the 13F portfolio, value $1,678,089.

    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 37,830 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,827,173.

    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).