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Retirement Planning Group, LLC: PXF position timeline

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

Retirement Planning Group, LLC held 88,860 PXF 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 88,860 shares
    Change vs previous 13F +1,777 shares

    0.17% of the 13F portfolio, value $6,721,351.

    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 87,083 shares
    Change vs previous 13F +6,677 shares

    0.19% of the 13F portfolio, value $6,087,104.

    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 80,406 shares
    Change vs previous 13F -968 shares

    0.17% of the 13F portfolio, value $5,270,195.

    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 81,374 shares
    Change vs previous 13F -967 shares

    0.17% of the 13F portfolio, value $4,978,037.

    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 82,341 shares
    Change vs previous 13F -628 shares

    0.2% of the 13F portfolio, value $4,728,011.

    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 82,969 shares
    Change vs previous 13F -4,707 shares

    0.2% of the 13F portfolio, value $4,313,564.

    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 87,676 shares
    Change vs previous 13F +69 shares

    0.21% of the 13F portfolio, value $4,198,813.

    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 87,607 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,566,931.

    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).