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Retirement Planning Group, LLC: TUSI position timeline

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

Retirement Planning Group, LLC held 473,334 TUSI 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 473,334 shares
    Change vs previous 13F +316,668 shares

    0.3% of the 13F portfolio, value $11,956,409.

    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 156,666 shares
    Change vs previous 13F +13,992 shares

    0.12% of the 13F portfolio, value $3,966,783.

    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 142,674 shares
    Change vs previous 13F +15,051 shares

    0.12% of the 13F portfolio, value $3,614,643.

    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 127,623 shares
    Change vs previous 13F -26,431 shares

    0.11% of the 13F portfolio, value $3,236,523.

    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 154,054 shares
    Change vs previous 13F -4,002 shares

    0.17% of the 13F portfolio, value $3,901,421.

    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 158,056 shares
    Change vs previous 13F +149 shares

    0.19% of the 13F portfolio, value $4,001,972.

    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 157,907 shares
    Change vs previous 13F +188 shares

    0.2% of the 13F portfolio, value $3,995,846.

    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 157,719 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,006,053.

    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).