Retirement Planning Group, LLC: SGOV position timeline

Retirement Planning Group, LLC held 148,878 SGOV 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 148,878 shares

   Change vs previous 13F -52,350 shares

   0.38% of the 13F portfolio, value $14,987,502.

   13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 201,228 shares

   Change vs previous 13F -10,804 shares

   0.63% of the 13F portfolio, value $20,255,594.

   13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 212,032 shares

   Change vs previous 13F +27,542 shares

   0.7% of the 13F portfolio, value $21,283,772.

   13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 184,490 shares

   Change vs previous 13F +176,170 shares

   0.65% of the 13F portfolio, value $18,578,143.

   13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,320 shares

   Change vs previous 13F -2,271 shares

   0.04% of the 13F portfolio, value $837,743.

   13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 10,591 shares

   Change vs previous 13F +10,591 shares

   0.05% of the 13F portfolio, value $1,066,196.

   13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.