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Retirement Planning Group, LLC: WMT position timeline

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

Retirement Planning Group, LLC held 110,695 WMT 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 110,695 shares
    Change vs previous 13F -1,312 shares

    0.32% of the 13F portfolio, value $12,537,337.

    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 112,007 shares
    Change vs previous 13F -7,663 shares

    0.43% of the 13F portfolio, value $13,920,237.

    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 119,670 shares
    Change vs previous 13F +6,902 shares

    0.44% of the 13F portfolio, value $13,332,395.

    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 112,768 shares
    Change vs previous 13F +79,233 shares

    0.4% of the 13F portfolio, value $11,621,833.

    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 33,535 shares
    Change vs previous 13F +1,472 shares

    0.14% of the 13F portfolio, value $3,279,067.

    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 32,063 shares
    Change vs previous 13F -833 shares

    0.13% of the 13F portfolio, value $2,814,833.

    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 32,896 shares
    Change vs previous 13F -2,801 shares

    0.15% of the 13F portfolio, value $2,972,109.

    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 35,697 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,882,552.

    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).