Skip to content
Disclosery

Retirement Planning Group, LLC: VO position timeline

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

Retirement Planning Group, LLC held 79,600 VO 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 79,600 shares
    Change vs previous 13F +59,193 shares

    0.16% of the 13F portfolio, value $6,413,373.

    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 20,407 shares
    Change vs previous 13F +1,664 shares

    0.18% of the 13F portfolio, value $5,860,434.

    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 18,743 shares
    Change vs previous 13F -720 shares

    0.18% of the 13F portfolio, value $5,439,448.

    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 19,463 shares
    Change vs previous 13F -94 shares

    0.2% of the 13F portfolio, value $5,716,961.

    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 19,557 shares
    Change vs previous 13F -926 shares

    0.23% of the 13F portfolio, value $5,472,649.

    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 20,483 shares
    Change vs previous 13F -783 shares

    0.25% of the 13F portfolio, value $5,297,207.

    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 21,266 shares
    Change vs previous 13F -9,071 shares

    0.28% of the 13F portfolio, value $5,616,903.

    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 30,337 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $8,003,921.

    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).