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Retirement Planning Group, LLC: XAR position timeline

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

Retirement Planning Group, LLC held 11,137 XAR 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 11,137 shares
    Change vs previous 13F +310 shares

    0.08% of the 13F portfolio, value $3,160,431.

    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 10,827 shares
    Change vs previous 13F +2,313 shares

    0.09% of the 13F portfolio, value $2,749,736.

    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 8,514 shares
    Change vs previous 13F -513 shares

    0.07% of the 13F portfolio, value $2,054,008.

    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 9,027 shares
    Change vs previous 13F -546 shares

    0.07% of the 13F portfolio, value $2,120,886.

    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 9,573 shares
    Change vs previous 13F -867 shares

    0.09% of the 13F portfolio, value $2,019,242.

    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 10,440 shares
    Change vs previous 13F -2,232 shares

    0.08% of the 13F portfolio, value $1,677,683.

    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 12,672 shares
    Change vs previous 13F -10,315 shares

    0.11% of the 13F portfolio, value $2,101,260.

    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 22,987 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,616,837.

    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).