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Retirement Planning Group, LLC: SEI position timeline

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

Retirement Planning Group, LLC held 14,711 SEI 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 14,711 shares
    Change vs previous 13F -6,787 shares

    0.03% of the 13F portfolio, value $1,183,653.

    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 21,498 shares
    Change vs previous 13F +40 shares

    0.04% of the 13F portfolio, value $1,214,871.

    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 21,458 shares
    Change vs previous 13F -15,741 shares

    0.03% of the 13F portfolio, value $986,412.

    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 37,199 shares
    Change vs previous 13F +113 shares

    0.05% of the 13F portfolio, value $1,486,858.

    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 37,086 shares
    Change vs previous 13F +231 shares

    0.04% of the 13F portfolio, value $1,049,163.

    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 36,855 shares
    Change vs previous 13F +175 shares

    0.04% of the 13F portfolio, value $801,966.

    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 36,680 shares
    Change vs previous 13F -36,671 shares

    0.05% of the 13F portfolio, value $1,055,664.

    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 73,351 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $935,957.

    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).