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Retirement Planning Group, LLC: VWO position timeline

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

Retirement Planning Group, LLC held 66,550 VWO 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 66,550 shares
    Change vs previous 13F +5,001 shares

    0.1% of the 13F portfolio, value $3,972,352.

    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 61,549 shares
    Change vs previous 13F -5,209 shares

    0.1% of the 13F portfolio, value $3,326,727.

    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 66,758 shares
    Change vs previous 13F -10,438 shares

    0.12% of the 13F portfolio, value $3,588,913.

    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 77,196 shares
    Change vs previous 13F -295 shares

    0.15% of the 13F portfolio, value $4,182,473.

    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 77,491 shares
    Change vs previous 13F -2,414 shares

    0.16% of the 13F portfolio, value $3,832,695.

    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 79,905 shares
    Change vs previous 13F +32,075 shares

    0.17% of the 13F portfolio, value $3,616,483.

    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 47,830 shares
    Change vs previous 13F +9,457 shares

    0.11% of the 13F portfolio, value $2,106,434.

    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 38,373 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,836,159.

    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).