Skip to content
Disclosery

Retirement Planning Group, LLC: UBND position timeline

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

Retirement Planning Group, LLC held 8,164,569 UBND 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 8,164,569 shares
    Change vs previous 13F +806,012 shares

    4.51% of the 13F portfolio, value $177,375,267.

    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 7,358,557 shares
    Change vs previous 13F +853,671 shares

    4.97% of the 13F portfolio, value $160,269,382.

    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 6,504,886 shares
    Change vs previous 13F +534,133 shares

    4.7% of the 13F portfolio, value $143,107,502.

    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 5,970,753 shares
    Change vs previous 13F +687,568 shares

    4.57% of the 13F portfolio, value $131,655,097.

    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 5,283,185 shares
    Change vs previous 13F +322,534 shares

    4.91% of the 13F portfolio, value $115,437,601.

    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 4,960,651 shares
    Change vs previous 13F +1,243,507 shares

    5.07% of the 13F portfolio, value $108,142,201.

    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 3,717,144 shares
    Change vs previous 13F +1,952,627 shares

    4% of the 13F portfolio, value $79,435,367.

    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 1,764,517 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $39,255,563.

    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).