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Retirement Planning Group, LLC: SPY position timeline

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

Retirement Planning Group, LLC held 101,168 SPY 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 101,168 shares
    Change vs previous 13F +44,518 shares

    1.92% of the 13F portfolio, value $75,549,219.

    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 56,650 shares
    Change vs previous 13F -1,747 shares

    1.14% of the 13F portfolio, value $36,842,057.

    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 58,397 shares
    Change vs previous 13F +4,148 shares

    1.31% of the 13F portfolio, value $39,821,945.

    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 54,249 shares
    Change vs previous 13F +42,520 shares

    1.25% of the 13F portfolio, value $36,139,452.

    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 11,729 shares
    Change vs previous 13F +2,420 shares

    0.31% of the 13F portfolio, value $7,246,808.

    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 9,309 shares
    Change vs previous 13F -1,613 shares

    0.24% of the 13F portfolio, value $5,207,502.

    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 10,922 shares
    Change vs previous 13F -1,029 shares

    0.32% of the 13F portfolio, value $6,401,100.

    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 11,951 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,856,810.

    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).