Retirement Planning Group, LLC: TSLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on TSLA, newest first. How the timeline and the estimate are built.
Retirement Planning Group, LLC held 6,727 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,727 sharesChange vs previous 13F +286 shares
0.07% of the 13F portfolio, value $2,829,433.
13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,441 sharesChange vs previous 13F +613 shares
0.07% of the 13F portfolio, value $2,394,492.
13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,828 sharesChange vs previous 13F +301 shares
0.09% of the 13F portfolio, value $2,621,042.
13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,527 sharesChange vs previous 13F +2,792 shares
0.09% of the 13F portfolio, value $2,458,041.
13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,735 sharesChange vs previous 13F +799 shares
0.04% of the 13F portfolio, value $868,793.
13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,936 sharesChange vs previous 13F +276 shares
0.02% of the 13F portfolio, value $501,685.
13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,660 sharesChange vs previous 13F +268 shares
0.03% of the 13F portfolio, value $670,299.
13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,392 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $364,140.
13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).