Skip to content
Disclosery

Retirement Planning Group, LLC: ITOT position timeline

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

Retirement Planning Group, LLC held 16,626 ITOT 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 16,626 shares
    Change vs previous 13F -4,010 shares

    0.07% of the 13F portfolio, value $2,731,173.

    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 20,636 shares
    Change vs previous 13F -3,417 shares

    0.09% of the 13F portfolio, value $2,939,223.

    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 24,053 shares
    Change vs previous 13F +864 shares

    0.12% of the 13F portfolio, value $3,576,492.

    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 23,189 shares
    Change vs previous 13F -2,426 shares

    0.12% of the 13F portfolio, value $3,377,478.

    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 25,615 shares
    Change vs previous 13F -3,533 shares

    0.15% of the 13F portfolio, value $3,459,059.

    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 29,148 shares
    Change vs previous 13F -36,341 shares

    0.17% of the 13F portfolio, value $3,556,299.

    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 65,489 shares
    Change vs previous 13F +3,916 shares

    0.42% of the 13F portfolio, value $8,423,137.

    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 61,573 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,734,749.

    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).