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Retirement Planning Group, LLC: PM position timeline

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

Retirement Planning Group, LLC held 27,785 PM 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 27,785 shares
    Change vs previous 13F -1,747 shares

    0.13% of the 13F portfolio, value $5,026,557.

    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 29,532 shares
    Change vs previous 13F -396 shares

    0.15% of the 13F portfolio, value $4,882,752.

    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 29,928 shares
    Change vs previous 13F -3,755 shares

    0.16% of the 13F portfolio, value $4,800,397.

    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 33,683 shares
    Change vs previous 13F +23,472 shares

    0.19% of the 13F portfolio, value $5,463,415.

    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 10,211 shares
    Change vs previous 13F +8,516 shares

    0.08% of the 13F portfolio, value $1,859,790.

    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 1,695 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $268,989.

    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).