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Retirement Planning Group, LLC: VBK position timeline

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

Retirement Planning Group, LLC held 3,840 VBK 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 3,840 shares
    Change vs previous 13F -120 shares

    0.04% of the 13F portfolio, value $1,404,332.

    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 3,960 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $1,197,053.

    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 3,830 shares
    Change vs previous 13F -29 shares

    0.04% of the 13F portfolio, value $1,157,219.

    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 3,859 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $1,148,455.

    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 3,887 shares
    Change vs previous 13F -1,193 shares

    0.05% of the 13F portfolio, value $1,076,413.

    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 5,080 shares
    Change vs previous 13F -2,534 shares

    0.06% of the 13F portfolio, value $1,278,964.

    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 7,614 shares
    Change vs previous 13F -3,479 shares

    0.11% of the 13F portfolio, value $2,132,239.

    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 11,093 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,965,878.

    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).