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Retirement Planning Group, LLC: TSEC position timeline

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

Retirement Planning Group, LLC held 758,554 TSEC 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 758,554 shares
    Change vs previous 13F +391,970 shares

    0.5% of the 13F portfolio, value $19,582,084.

    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 366,584 shares
    Change vs previous 13F +288,144 shares

    0.29% of the 13F portfolio, value $9,454,205.

    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 78,440 shares
    Change vs previous 13F +8,449 shares

    0.07% of the 13F portfolio, value $2,052,779.

    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 69,991 shares
    Change vs previous 13F +20,652 shares

    0.06% of the 13F portfolio, value $1,836,218.

    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 49,339 shares
    Change vs previous 13F +2,627 shares

    0.05% of the 13F portfolio, value $1,289,228.

    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 46,712 shares
    Change vs previous 13F +851 shares

    0.06% of the 13F portfolio, value $1,221,986.

    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 45,861 shares
    Change vs previous 13F -2,828 shares

    0.06% of the 13F portfolio, value $1,191,239.

    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 48,689 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,294,641.

    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).