Retirement Planning Group, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on VTI, newest first. How the timeline and the estimate are built.
Retirement Planning Group, LLC held 30,693 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 30,693 sharesChange vs previous 13F -190 shares
0.29% of the 13F portfolio, value $11,357,624.
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 30,883 sharesChange vs previous 13F +195 shares
0.31% of the 13F portfolio, value $9,907,719.
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 30,688 sharesChange vs previous 13F -168 shares
0.34% of the 13F portfolio, value $10,288,825.
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 30,856 sharesChange vs previous 13F +762 shares
0.35% of the 13F portfolio, value $10,126,099.
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 30,094 sharesChange vs previous 13F +545 shares
0.39% of the 13F portfolio, value $9,146,569.
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).
- period ended2025-03-3113F 29,549 sharesChange vs previous 13F +2,616 shares
0.38% of the 13F portfolio, value $8,121,337.
13F-HR 0001085146-25-002020 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 ended2024-12-3113F 26,933 sharesChange vs previous 13F -1,659 shares
0.39% of the 13F portfolio, value $7,805,363.
13F-HR 0001085146-25-001741 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 ended2024-09-3013F 28,592 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $8,096,001.
13F-HR 0001085146-24-004837 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).