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Disclosery

Retirement Planning Group, LLC: SOXX position timeline

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

Retirement Planning Group, LLC held 2,525 SOXX 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 2,525 shares
    Change vs previous 13F -94 shares

    0.04% of the 13F portfolio, value $1,617,880.

    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 2,619 shares
    Change vs previous 13F -1,178 shares

    0.03% of the 13F portfolio, value $860,773.

    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 3,797 shares
    Change vs previous 13F -879 shares

    0.04% of the 13F portfolio, value $1,143,403.

    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 4,676 shares
    Change vs previous 13F -821 shares

    0.04% of the 13F portfolio, value $1,267,720.

    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 5,497 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $1,312,252.

    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 5,679 shares
    Change vs previous 13F -2,582 shares

    0.05% of the 13F portfolio, value $1,068,677.

    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 8,261 shares
    Change vs previous 13F -4,982 shares

    0.09% of the 13F portfolio, value $1,780,240.

    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 13,243 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,053,627.

    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).