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Retirement Planning Group, LLC: SPMD position timeline

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

Retirement Planning Group, LLC held 49,576 SPMD 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 49,576 shares
    Change vs previous 13F -1,477 shares

    0.09% of the 13F portfolio, value $3,349,324.

    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 51,053 shares
    Change vs previous 13F -193 shares

    0.09% of the 13F portfolio, value $3,023,332.

    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 51,246 shares
    Change vs previous 13F -3,455 shares

    0.1% of the 13F portfolio, value $2,967,629.

    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 54,701 shares
    Change vs previous 13F -825 shares

    0.11% of the 13F portfolio, value $3,128,338.

    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 55,526 shares
    Change vs previous 13F -8,572 shares

    0.13% of the 13F portfolio, value $3,019,506.

    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 64,098 shares
    Change vs previous 13F +1,820 shares

    0.15% of the 13F portfolio, value $3,280,550.

    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 62,278 shares
    Change vs previous 13F -3,694 shares

    0.17% of the 13F portfolio, value $3,405,959.

    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 65,972 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,607,337.

    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).