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Retirement Planning Group, LLC: PYLD position timeline

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

Retirement Planning Group, LLC held 7,173,455 PYLD 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 7,173,455 shares
    Change vs previous 13F +709,528 shares

    4.83% of the 13F portfolio, value $190,240,019.

    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 6,463,927 shares
    Change vs previous 13F +695,457 shares

    5.25% of the 13F portfolio, value $169,354,895.

    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 5,768,470 shares
    Change vs previous 13F +466,520 shares

    5.06% of the 13F portfolio, value $153,902,788.

    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 5,301,950 shares
    Change vs previous 13F +524,508 shares

    4.94% of the 13F portfolio, value $142,304,349.

    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 4,777,442 shares
    Change vs previous 13F +288,106 shares

    5.39% of the 13F portfolio, value $126,793,315.

    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 4,489,336 shares
    Change vs previous 13F +722,451 shares

    5.55% of the 13F portfolio, value $118,294,006.

    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 3,766,885 shares
    Change vs previous 13F +1,017,985 shares

    4.91% of the 13F portfolio, value $97,637,656.

    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 2,748,900 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $73,258,186.

    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).