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Retirement Planning Group, LLC: IVW position timeline

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

Retirement Planning Group, LLC held 66,198 IVW 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 66,198 shares
    Change vs previous 13F -1,056 shares

    0.23% of the 13F portfolio, value $9,104,186.

    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 67,254 shares
    Change vs previous 13F -4,421 shares

    0.24% of the 13F portfolio, value $7,607,078.

    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 71,675 shares
    Change vs previous 13F -2,887 shares

    0.29% of the 13F portfolio, value $8,834,612.

    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 74,562 shares
    Change vs previous 13F -305 shares

    0.31% of the 13F portfolio, value $9,001,141.

    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 74,867 shares
    Change vs previous 13F +1,901 shares

    0.35% of the 13F portfolio, value $8,242,839.

    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 72,966 shares
    Change vs previous 13F -1,212 shares

    0.32% of the 13F portfolio, value $6,773,391.

    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 74,178 shares
    Change vs previous 13F -1,261 shares

    0.38% of the 13F portfolio, value $7,531,316.

    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 75,439 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,223,301.

    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).