Skip to content

Retirement Planning Group, LLC: IJK position timeline

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

Retirement Planning Group, LLC held 21,003 IJK 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 21,003 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,467,853.

    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 21,003 shares
    Change vs previous 13F -2,282 shares

    0.07% of the 13F portfolio, value $2,113,322.

    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 23,285 shares
    Change vs previous 13F -967 shares

    0.07% of the 13F portfolio, value $2,255,890.

    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 24,252 shares
    Change vs previous 13F -873 shares

    0.08% of the 13F portfolio, value $2,325,563.

    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 25,125 shares
    Change vs previous 13F -843 shares

    0.1% of the 13F portfolio, value $2,285,909.

    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 25,968 shares
    Change vs previous 13F -531 shares

    0.1% of the 13F portfolio, value $2,162,655.

    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 26,499 shares
    Change vs previous 13F -193 shares

    0.12% of the 13F portfolio, value $2,409,597.

    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 26,692 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,453,838.

    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).