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Disclosery

Retirement Planning Group, LLC: UCON position timeline

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

Retirement Planning Group, LLC held 9,528 UCON 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 9,528 shares
    Change vs previous 13F +266 shares

    0.01% of the 13F portfolio, value $237,053.

    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 9,262 shares
    Change vs previous 13F -534 shares

    0.01% of the 13F portfolio, value $229,414.

    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 9,796 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $246,562.

    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 10,846 shares
    Change vs previous 13F -46,577 shares

    0.01% of the 13F portfolio, value $273,186.

    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 57,423 shares
    Change vs previous 13F -66,009 shares

    0.06% of the 13F portfolio, value $1,429,270.

    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 123,432 shares
    Change vs previous 13F -60,996 shares

    0.14% of the 13F portfolio, value $3,054,948.

    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 184,428 shares
    Change vs previous 13F -16,236 shares

    0.23% of the 13F portfolio, value $4,546,150.

    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 200,664 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,042,687.

    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).