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Retirement Planning Group, LLC: VOO position timeline

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

Retirement Planning Group, LLC held 507,533 VOO 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 507,533 shares
    Change vs previous 13F +18,819 shares

    8.86% of the 13F portfolio, value $348,578,577.

    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 488,714 shares
    Change vs previous 13F -30,029 shares

    9.05% of the 13F portfolio, value $292,030,898.

    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 518,743 shares
    Change vs previous 13F +18,500 shares

    10.69% of the 13F portfolio, value $325,319,065.

    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 500,243 shares
    Change vs previous 13F +33,019 shares

    10.64% of the 13F portfolio, value $306,339,047.

    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 467,224 shares
    Change vs previous 13F +26,540 shares

    11.29% of the 13F portfolio, value $265,396,972.

    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 440,684 shares
    Change vs previous 13F +360,979 shares

    10.62% of the 13F portfolio, value $226,472,127.

    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 79,705 shares
    Change vs previous 13F -7,825 shares

    2.16% of the 13F portfolio, value $42,945,665.

    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 87,530 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $46,187,076.

    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).