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Retirement Planning Group, LLC: SPGI position timeline

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

Retirement Planning Group, LLC held 5,941 SPGI 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 5,941 shares
    Change vs previous 13F +176 shares

    0.06% of the 13F portfolio, value $2,419,532.

    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 5,765 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $2,451,898.

    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 5,748 shares
    Change vs previous 13F -3 shares

    0.1% of the 13F portfolio, value $3,003,847.

    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 5,751 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $2,799,069.

    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 5,746 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $3,029,808.

    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 5,742 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $2,917,510.

    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 5,762 shares
    Change vs previous 13F +22 shares

    0.14% of the 13F portfolio, value $2,869,649.

    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 5,740 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,965,399.

    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).