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Retirement Planning Group, LLC: VIG position timeline

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

Retirement Planning Group, LLC held 92,401 VIG 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 92,401 shares
    Change vs previous 13F -5,460 shares

    0.56% of the 13F portfolio, value $21,863,929.

    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 97,861 shares
    Change vs previous 13F -12,274 shares

    0.65% of the 13F portfolio, value $21,045,929.

    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 110,135 shares
    Change vs previous 13F -9,348 shares

    0.8% of the 13F portfolio, value $24,205,567.

    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 119,483 shares
    Change vs previous 13F -42,051 shares

    0.9% of the 13F portfolio, value $25,783,159.

    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 161,534 shares
    Change vs previous 13F -20,662 shares

    1.41% of the 13F portfolio, value $33,061,198.

    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 182,196 shares
    Change vs previous 13F -565,540 shares

    1.66% of the 13F portfolio, value $35,344,234.

    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 747,736 shares
    Change vs previous 13F +58,645 shares

    7.37% of the 13F portfolio, value $146,429,235.

    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 689,091 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $136,481,317.

    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).