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Retirement Planning Group, LLC: RDVI position timeline

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

Retirement Planning Group, LLC held 142,520 RDVI 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 142,520 shares
    Change vs previous 13F +15,321 shares

    0.11% of the 13F portfolio, value $4,190,074.

    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 127,199 shares
    Change vs previous 13F +6,557 shares

    0.1% of the 13F portfolio, value $3,249,932.

    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 120,642 shares
    Change vs previous 13F +11,979 shares

    0.1% of the 13F portfolio, value $3,165,656.

    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 108,663 shares
    Change vs previous 13F +54,796 shares

    0.1% of the 13F portfolio, value $2,808,945.

    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 53,867 shares
    Change vs previous 13F +9,701 shares

    0.06% of the 13F portfolio, value $1,331,057.

    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 44,166 shares
    Change vs previous 13F +19,925 shares

    0.05% of the 13F portfolio, value $1,047,629.

    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 24,241 shares
    Change vs previous 13F +9,241 shares

    0.03% of the 13F portfolio, value $587,602.

    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 15,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $369,600.

    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).