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Retirement Planning Group, LLC: SPTI position timeline

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

Retirement Planning Group, LLC held 193,265 SPTI 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 193,265 shares
    Change vs previous 13F -3,215 shares

    0.14% of the 13F portfolio, value $5,486,780.

    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 196,480 shares
    Change vs previous 13F -4,614 shares

    0.17% of the 13F portfolio, value $5,631,103.

    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 201,094 shares
    Change vs previous 13F -14,577 shares

    0.19% of the 13F portfolio, value $5,799,537.

    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 215,671 shares
    Change vs previous 13F -33,594 shares

    0.22% of the 13F portfolio, value $6,232,897.

    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 249,265 shares
    Change vs previous 13F -54,873 shares

    0.31% of the 13F portfolio, value $7,171,350.

    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 304,138 shares
    Change vs previous 13F -12,358 shares

    0.41% of the 13F portfolio, value $8,692,257.

    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 316,496 shares
    Change vs previous 13F -12,221 shares

    0.44% of the 13F portfolio, value $8,823,896.

    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 328,717 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $9,552,507.

    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).