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Retirement Planning Group, LLC: IMCV position timeline

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

Retirement Planning Group, LLC held 10,049 IMCV 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 10,049 shares
    Change vs previous 13F -5,741 shares

    0.02% of the 13F portfolio, value $918,253.

    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 15,790 shares
    Change vs previous 13F -521 shares

    0.04% of the 13F portfolio, value $1,338,768.

    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 16,311 shares
    Change vs previous 13F -322 shares

    0.04% of the 13F portfolio, value $1,342,986.

    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 16,633 shares
    Change vs previous 13F -147 shares

    0.05% of the 13F portfolio, value $1,336,438.

    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 16,780 shares
    Change vs previous 13F -1,187 shares

    0.05% of the 13F portfolio, value $1,274,926.

    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 17,967 shares
    Change vs previous 13F -1,139 shares

    0.06% of the 13F portfolio, value $1,332,954.

    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 19,106 shares
    Change vs previous 13F +366 shares

    0.07% of the 13F portfolio, value $1,418,794.

    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 18,740 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,436,215.

    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).