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Retirement Planning Group, LLC: SMMD position timeline

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

Retirement Planning Group, LLC held 45,393 SMMD 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 45,393 shares
    Change vs previous 13F -254 shares

    0.11% of the 13F portfolio, value $4,159,361.

    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 45,647 shares
    Change vs previous 13F +736 shares

    0.11% of the 13F portfolio, value $3,485,148.

    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 44,911 shares
    Change vs previous 13F +1,449 shares

    0.11% of the 13F portfolio, value $3,365,630.

    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 43,462 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,204,453.

    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 43,462 shares
    Change vs previous 13F +29,876 shares

    0.13% of the 13F portfolio, value $2,945,854.

    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 13,586 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $849,668.

    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).