Skip to content
Disclosery

Retirement Planning Group, LLC: SPGP position timeline

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

Retirement Planning Group, LLC held 81,484 SPGP 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 81,484 shares
    Change vs previous 13F -9,132 shares

    0.25% of the 13F portfolio, value $9,964,692.

    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 90,616 shares
    Change vs previous 13F -26,125 shares

    0.3% of the 13F portfolio, value $9,752,119.

    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 116,741 shares
    Change vs previous 13F -7,521 shares

    0.44% of the 13F portfolio, value $13,292,164.

    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 124,262 shares
    Change vs previous 13F -91,130 shares

    0.49% of the 13F portfolio, value $14,118,680.

    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 215,392 shares
    Change vs previous 13F -78,299 shares

    0.99% of the 13F portfolio, value $23,197,670.

    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 293,691 shares
    Change vs previous 13F -1,121,678 shares

    1.38% of the 13F portfolio, value $29,333,848.

    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 1,415,369 shares
    Change vs previous 13F +145,943 shares

    7.47% of the 13F portfolio, value $148,443,883.

    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 1,269,426 shares
    Change vs previous 13F not available

    7.24% of the 13F portfolio, value $132,870,859.

    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).