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Retirement Planning Group, LLC: USVM position timeline

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

Retirement Planning Group, LLC held 53,505 USVM 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 53,505 shares
    Change vs previous 13F -3,176 shares

    0.15% of the 13F portfolio, value $5,876,403.

    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 56,681 shares
    Change vs previous 13F -2,858 shares

    0.17% of the 13F portfolio, value $5,366,545.

    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 59,539 shares
    Change vs previous 13F -3,773 shares

    0.18% of the 13F portfolio, value $5,436,341.

    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 63,312 shares
    Change vs previous 13F -7,435 shares

    0.2% of the 13F portfolio, value $5,733,379.

    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 70,747 shares
    Change vs previous 13F +53,791 shares

    0.25% of the 13F portfolio, value $5,936,399.

    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 16,956 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,335,128.

    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).