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Retirement Planning Group, LLC: VNQ position timeline

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

Retirement Planning Group, LLC held 28,170 VNQ 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 28,170 shares
    Change vs previous 13F -3,588 shares

    0.07% of the 13F portfolio, value $2,716,453.

    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 31,758 shares
    Change vs previous 13F -1,922 shares

    0.09% of the 13F portfolio, value $2,816,958.

    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 33,680 shares
    Change vs previous 13F -5,841 shares

    0.1% of the 13F portfolio, value $2,980,369.

    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 39,521 shares
    Change vs previous 13F -723 shares

    0.13% of the 13F portfolio, value $3,613,036.

    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 40,244 shares
    Change vs previous 13F -1,017 shares

    0.15% of the 13F portfolio, value $3,584,165.

    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 41,261 shares
    Change vs previous 13F +4,949 shares

    0.18% of the 13F portfolio, value $3,735,769.

    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 36,312 shares
    Change vs previous 13F -13,081 shares

    0.16% of the 13F portfolio, value $3,234,661.

    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 49,393 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,811,829.

    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).