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Retirement Planning Group, LLC: VZ position timeline

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

Retirement Planning Group, LLC held 32,335 VZ 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 32,335 shares
    Change vs previous 13F +2,520 shares

    0.03% of the 13F portfolio, value $1,369,049.

    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 29,815 shares
    Change vs previous 13F +2,359 shares

    0.05% of the 13F portfolio, value $1,496,707.

    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 27,456 shares
    Change vs previous 13F -670 shares

    0.04% of the 13F portfolio, value $1,118,298.

    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 28,126 shares
    Change vs previous 13F +3,317 shares

    0.04% of the 13F portfolio, value $1,236,143.

    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 24,809 shares
    Change vs previous 13F -4,013 shares

    0.05% of the 13F portfolio, value $1,073,480.

    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 28,822 shares
    Change vs previous 13F -52 shares

    0.06% of the 13F portfolio, value $1,307,363.

    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 28,874 shares
    Change vs previous 13F -344 shares

    0.06% of the 13F portfolio, value $1,154,667.

    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 29,218 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,312,197.

    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).