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Retirement Planning Group, LLC: IJR position timeline

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

Retirement Planning Group, LLC held 29,194 IJR 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 29,194 shares
    Change vs previous 13F -2,588 shares

    0.11% of the 13F portfolio, value $4,329,713.

    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 31,782 shares
    Change vs previous 13F -2,078 shares

    0.12% of the 13F portfolio, value $3,950,856.

    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 33,860 shares
    Change vs previous 13F -2,120 shares

    0.13% of the 13F portfolio, value $4,069,319.

    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 35,980 shares
    Change vs previous 13F +8,076 shares

    0.15% of the 13F portfolio, value $4,275,488.

    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 27,904 shares
    Change vs previous 13F -2,069 shares

    0.13% of the 13F portfolio, value $3,049,665.

    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 29,973 shares
    Change vs previous 13F -6,646 shares

    0.15% of the 13F portfolio, value $3,134,297.

    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 36,619 shares
    Change vs previous 13F -12,483 shares

    0.21% of the 13F portfolio, value $4,219,286.

    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 49,102 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,742,972.

    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).