Skip to content
Disclosery

Retirement Planning Group, LLC: PG position timeline

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

Retirement Planning Group, LLC held 21,023 PG 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 21,023 shares
    Change vs previous 13F -854 shares

    0.08% of the 13F portfolio, value $3,082,761.

    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 21,877 shares
    Change vs previous 13F -906 shares

    0.1% of the 13F portfolio, value $3,159,921.

    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 22,783 shares
    Change vs previous 13F +856 shares

    0.11% of the 13F portfolio, value $3,264,967.

    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 21,927 shares
    Change vs previous 13F +17,548 shares

    0.12% of the 13F portfolio, value $3,369,070.

    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 4,379 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $697,594.

    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 4,427 shares
    Change vs previous 13F -277 shares

    0.04% of the 13F portfolio, value $754,385.

    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 4,704 shares
    Change vs previous 13F +64 shares

    0.04% of the 13F portfolio, value $788,638.

    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 4,640 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $803,707.

    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).