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Disclosery

Retirement Planning Group, LLC: IDUB position timeline

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

Retirement Planning Group, LLC held 9,312 IDUB 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 9,312 shares
    Change vs previous 13F -595 shares

    0.01% of the 13F portfolio, value $255,945.

    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 9,907 shares
    Change vs previous 13F -13,366 shares

    0.01% of the 13F portfolio, value $244,416.

    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 23,273 shares
    Change vs previous 13F -6,185 shares

    0.02% of the 13F portfolio, value $566,238.

    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 29,458 shares
    Change vs previous 13F -10,256 shares

    0.02% of the 13F portfolio, value $693,741.

    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 39,714 shares
    Change vs previous 13F -2,823 shares

    0.04% of the 13F portfolio, value $884,025.

    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 42,537 shares
    Change vs previous 13F +1,983 shares

    0.04% of the 13F portfolio, value $887,417.

    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 40,554 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $814,739.

    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).