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Retirement Planning Group, LLC: IYZ position timeline

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

Retirement Planning Group, LLC held 25,848 IYZ 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 25,848 shares
    Change vs previous 13F +2,999 shares

    0.03% of the 13F portfolio, value $1,093,629.

    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 22,849 shares
    Change vs previous 13F +1,706 shares

    0.03% of the 13F portfolio, value $898,423.

    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 21,143 shares
    Change vs previous 13F +2,190 shares

    0.02% of the 13F portfolio, value $716,748.

    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 18,953 shares
    Change vs previous 13F +711 shares

    0.02% of the 13F portfolio, value $611,424.

    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 18,242 shares
    Change vs previous 13F -20,429 shares

    0.02% of the 13F portfolio, value $543,247.

    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 38,671 shares
    Change vs previous 13F +17,511 shares

    0.05% of the 13F portfolio, value $1,059,199.

    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 21,160 shares
    Change vs previous 13F +863 shares

    0.03% of the 13F portfolio, value $567,723.

    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 20,297 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $512,702.

    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).