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Retirement Planning Group, LLC: PULS position timeline

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

Retirement Planning Group, LLC held 8,147 PULS 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 8,147 shares
    Change vs previous 13F -1,188 shares

    0.01% of the 13F portfolio, value $403,677.

    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 9,335 shares
    Change vs previous 13F -27,316 shares

    0.01% of the 13F portfolio, value $462,078.

    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 36,651 shares
    Change vs previous 13F -433 shares

    0.06% of the 13F portfolio, value $1,817,534.

    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 37,084 shares
    Change vs previous 13F +4,539 shares

    0.06% of the 13F portfolio, value $1,847,915.

    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 32,545 shares
    Change vs previous 13F -9,903 shares

    0.07% of the 13F portfolio, value $1,619,430.

    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 42,448 shares
    Change vs previous 13F +536 shares

    0.1% of the 13F portfolio, value $2,110,953.

    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 41,912 shares
    Change vs previous 13F +545 shares

    0.1% of the 13F portfolio, value $2,076,729.

    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 41,367 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,059,249.

    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).