Skip to content
Disclosery

Retirement Planning Group, LLC: QGRW position timeline

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

Retirement Planning Group, LLC held 4,540,625 QGRW 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 4,540,625 shares
    Change vs previous 13F +209,753 shares

    7.62% of the 13F portfolio, value $299,817,454.

    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 4,330,872 shares
    Change vs previous 13F +116,663 shares

    7.17% of the 13F portfolio, value $231,398,510.

    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 4,214,209 shares
    Change vs previous 13F +120,233 shares

    8.12% of the 13F portfolio, value $247,247,641.

    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 4,093,976 shares
    Change vs previous 13F +344,356 shares

    8.15% of the 13F portfolio, value $234,830,491.

    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 3,749,620 shares
    Change vs previous 13F +407,979 shares

    8.38% of the 13F portfolio, value $197,042,556.

    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 3,341,641 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $146,698,061.

    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).