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Retirement Planning Group, LLC: WTTR position timeline

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

Retirement Planning Group, LLC held 54,917 WTTR 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 54,917 shares
    Change vs previous 13F +214 shares

    0.03% of the 13F portfolio, value $1,097,249.

    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 54,703 shares
    Change vs previous 13F +260 shares

    0.03% of the 13F portfolio, value $836,960.

    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 54,443 shares
    Change vs previous 13F +375 shares

    0.02% of the 13F portfolio, value $572,740.

    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 54,068 shares
    Change vs previous 13F +462 shares

    0.02% of the 13F portfolio, value $577,985.

    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 53,606 shares
    Change vs previous 13F +439 shares

    0.02% of the 13F portfolio, value $463,153.

    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 53,167 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $558,258.

    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 52,880 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $700,127.

    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 52,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $585,559.

    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).