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Retirement Planning Group, LLC: NFLT position timeline

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

Retirement Planning Group, LLC held 4,940,760 NFLT 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 4,940,760 shares
    Change vs previous 13F +473,469 shares

    2.88% of the 13F portfolio, value $113,390,431.

    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 4,467,291 shares
    Change vs previous 13F +544,748 shares

    3.15% of the 13F portfolio, value $101,630,871.

    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 3,922,543 shares
    Change vs previous 13F +267,171 shares

    2.97% of the 13F portfolio, value $90,375,399.

    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 3,655,372 shares
    Change vs previous 13F +291,908 shares

    2.93% of the 13F portfolio, value $84,311,164.

    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 3,363,464 shares
    Change vs previous 13F +170,852 shares

    3.27% of the 13F portfolio, value $76,787,884.

    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 3,192,612 shares
    Change vs previous 13F +562,994 shares

    3.38% of the 13F portfolio, value $72,057,257.

    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 2,629,618 shares
    Change vs previous 13F +1,088,025 shares

    2.97% of the 13F portfolio, value $59,034,934.

    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 1,541,593 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $35,549,145.

    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).