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Retirement Planning Group, LLC: PLTR position timeline

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

Retirement Planning Group, LLC held 11,787 PLTR 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 11,787 shares
    Change vs previous 13F -896 shares

    0.03% of the 13F portfolio, value $1,375,208.

    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 12,683 shares
    Change vs previous 13F -151 shares

    0.06% of the 13F portfolio, value $1,855,245.

    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 12,834 shares
    Change vs previous 13F -4,543 shares

    0.07% of the 13F portfolio, value $2,281,249.

    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 17,377 shares
    Change vs previous 13F -6,258 shares

    0.11% of the 13F portfolio, value $3,169,908.

    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 23,635 shares
    Change vs previous 13F -3,158 shares

    0.14% of the 13F portfolio, value $3,221,890.

    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 26,793 shares
    Change vs previous 13F +5,298 shares

    0.11% of the 13F portfolio, value $2,261,361.

    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 21,495 shares
    Change vs previous 13F +168 shares

    0.08% of the 13F portfolio, value $1,625,667.

    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 21,327 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $793,364.

    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).