Retirement Planning Group, LLC: VTEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on VTEI, newest first. How the timeline and the estimate are built.
Retirement Planning Group, LLC held 10,120 VTEI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 10,120 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $1,021,816.
13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,120 sharesChange vs previous 13F -99 shares
0.03% of the 13F portfolio, value $1,011,393.
13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,219 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $1,030,382.
13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,219 sharesChange vs previous 13F +6,479 shares
0.04% of the 13F portfolio, value $1,025,272.
13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,740 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $368,614.
13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).