Retirement Planning Group, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on IEFA, newest first. How the timeline and the estimate are built.
Retirement Planning Group, LLC held 27,816 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 27,816 sharesChange vs previous 13F -7,878 shares
0.07% of the 13F portfolio, value $2,686,457.
13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,694 sharesChange vs previous 13F +30,573 shares
0.1% of the 13F portfolio, value $3,231,360.
13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,121 sharesChange vs previous 13F +27 shares
0.02% of the 13F portfolio, value $458,125.
13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,094 sharesChange vs previous 13F +120 shares
0.02% of the 13F portfolio, value $444,757.
13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,974 sharesChange vs previous 13F -93 shares
0.02% of the 13F portfolio, value $415,230.
13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,067 sharesChange vs previous 13F +20 shares
0.02% of the 13F portfolio, value $383,319.
13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,047 sharesChange vs previous 13F +1,350 shares
0.02% of the 13F portfolio, value $354,703.
13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,697 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $288,551.
13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).