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Retirement Planning Group, LLC: IQLT position timeline

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

Retirement Planning Group, LLC held 317,383 IQLT 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 317,383 shares
    Change vs previous 13F -22,022 shares

    0.4% of the 13F portfolio, value $15,726,331.

    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 339,405 shares
    Change vs previous 13F -47,726 shares

    0.49% of the 13F portfolio, value $15,690,673.

    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 387,131 shares
    Change vs previous 13F -22,370 shares

    0.58% of the 13F portfolio, value $17,595,083.

    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 409,501 shares
    Change vs previous 13F -184,416 shares

    0.63% of the 13F portfolio, value $18,095,856.

    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 593,917 shares
    Change vs previous 13F -120,593 shares

    1.09% of the 13F portfolio, value $25,669,093.

    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 714,510 shares
    Change vs previous 13F -1,805,924 shares

    1.33% of the 13F portfolio, value $28,358,912.

    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 2,520,434 shares
    Change vs previous 13F +322,251 shares

    4.71% of the 13F portfolio, value $93,558,503.

    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 2,198,183 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $91,202,612.

    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).