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Retirement Planning Group, LLC: QQQ position timeline

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

Retirement Planning Group, LLC held 42,635 QQQ 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 42,635 shares
    Change vs previous 13F +4,846 shares

    0.8% of the 13F portfolio, value $31,396,294.

    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 37,789 shares
    Change vs previous 13F -3,458 shares

    0.68% of the 13F portfolio, value $21,810,992.

    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 41,247 shares
    Change vs previous 13F -1,990 shares

    0.83% of the 13F portfolio, value $25,338,576.

    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 43,237 shares
    Change vs previous 13F +4,708 shares

    0.9% of the 13F portfolio, value $25,958,442.

    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 38,529 shares
    Change vs previous 13F -845 shares

    0.9% of the 13F portfolio, value $21,254,310.

    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 39,374 shares
    Change vs previous 13F +870 shares

    0.87% of the 13F portfolio, value $18,463,274.

    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 38,504 shares
    Change vs previous 13F -4,912 shares

    0.99% of the 13F portfolio, value $19,684,568.

    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 43,416 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $21,190,182.

    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).