Skip to content
Disclosery

Retirement Planning Group, LLC: IYH position timeline

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

Retirement Planning Group, LLC held 8,432 IYH 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 8,432 shares
    Change vs previous 13F +943 shares

    0.01% of the 13F portfolio, value $565,028.

    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 7,489 shares
    Change vs previous 13F -703 shares

    0.01% of the 13F portfolio, value $461,622.

    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 8,192 shares
    Change vs previous 13F +253 shares

    0.02% of the 13F portfolio, value $533,316.

    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 7,939 shares
    Change vs previous 13F +969 shares

    0.02% of the 13F portfolio, value $466,193.

    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 6,970 shares
    Change vs previous 13F +2,997 shares

    0.02% of the 13F portfolio, value $393,680.

    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 3,973 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $241,932.

    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).