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Retirement Planning Group, LLC: JEPI position timeline

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

Retirement Planning Group, LLC held 27,227 JEPI 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 27,227 shares
    Change vs previous 13F -981 shares

    0.04% of the 13F portfolio, value $1,537,776.

    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 28,208 shares
    Change vs previous 13F -59,500 shares

    0.05% of the 13F portfolio, value $1,598,824.

    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 87,708 shares
    Change vs previous 13F +8,734 shares

    0.16% of the 13F portfolio, value $5,020,412.

    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 78,974 shares
    Change vs previous 13F +18,572 shares

    0.16% of the 13F portfolio, value $4,509,395.

    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 60,402 shares
    Change vs previous 13F +7,361 shares

    0.15% of the 13F portfolio, value $3,433,877.

    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 53,041 shares
    Change vs previous 13F -492 shares

    0.14% of the 13F portfolio, value $3,030,752.

    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 53,533 shares
    Change vs previous 13F +7,052 shares

    0.15% of the 13F portfolio, value $3,079,769.

    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 46,481 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,766,096.

    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).