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
- period ended2026-06-3013F 21,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,285 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,252 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,125 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,968 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,499 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,692 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).