Retirement Planning Group, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on LMT, newest first. How the timeline and the estimate are built.
Retirement Planning Group, LLC held 8,781 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 8,781 sharesChange vs previous 13F -326 shares
0.11% of the 13F portfolio, value $4,473,501.
13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,107 sharesChange vs previous 13F -225 shares
0.17% of the 13F portfolio, value $5,504,239.
13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,332 sharesChange vs previous 13F +793 shares
0.15% of the 13F portfolio, value $4,513,642.
13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,539 sharesChange vs previous 13F +6,769 shares
0.15% of the 13F portfolio, value $4,262,891.
13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,770 sharesChange vs previous 13F +626 shares
0.03% of the 13F portfolio, value $819,913.
13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,144 sharesChange vs previous 13F -203 shares
0.02% of the 13F portfolio, value $510,898.
13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,347 sharesChange vs previous 13F +66 shares
0.03% of the 13F portfolio, value $654,603.
13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,281 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $748,789.
13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).