Skip to content
Disclosery

Retirement Planning Group, LLC: PTLC position timeline

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

Retirement Planning Group, LLC held 109,708 PTLC 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 109,708 shares
    Change vs previous 13F -6,058 shares

    0.16% of the 13F portfolio, value $6,391,588.

    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 115,766 shares
    Change vs previous 13F +109,137 shares

    0.19% of the 13F portfolio, value $6,073,084.

    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 6,629 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $368,440.

    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).