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Retirement Planning Group, LLC: VTEC position timeline

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

Retirement Planning Group, LLC held 4,022 VTEC 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 4,022 shares
    Change vs previous 13F -2,856 shares

    0.01% of the 13F portfolio, value $404,589.

    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 6,878 shares
    Change vs previous 13F +801 shares

    0.02% of the 13F portfolio, value $681,476.

    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 6,077 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $609,251.

    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 6,065 shares
    Change vs previous 13F -561 shares

    0.02% of the 13F portfolio, value $605,056.

    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 6,626 shares
    Change vs previous 13F -2,800 shares

    0.03% of the 13F portfolio, value $646,779.

    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 9,426 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $927,474.

    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).