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Retirement Planning Group, LLC: JVAL position timeline

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

Retirement Planning Group, LLC held 17,835 JVAL 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 17,835 shares
    Change vs previous 13F +2,395 shares

    0.03% of the 13F portfolio, value $1,045,847.

    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 15,440 shares
    Change vs previous 13F -1,024 shares

    0.02% of the 13F portfolio, value $754,390.

    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 16,464 shares
    Change vs previous 13F -309 shares

    0.03% of the 13F portfolio, value $808,060.

    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 16,773 shares
    Change vs previous 13F -3,159 shares

    0.03% of the 13F portfolio, value $796,710.

    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 19,932 shares
    Change vs previous 13F -5,543 shares

    0.04% of the 13F portfolio, value $881,609.

    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 25,475 shares
    Change vs previous 13F -10,372 shares

    0.05% of the 13F portfolio, value $1,055,162.

    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 35,847 shares
    Change vs previous 13F -38,965 shares

    0.08% of the 13F portfolio, value $1,548,574.

    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 74,812 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,259,568.

    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).