Skip to content
Disclosery

Retirement Planning Group, LLC: XLC position timeline

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

Retirement Planning Group, LLC held 4,138 XLC 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 4,138 shares
    Change vs previous 13F -8,648 shares

    0.01% of the 13F portfolio, value $443,304.

    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 12,786 shares
    Change vs previous 13F +281 shares

    0.04% of the 13F portfolio, value $1,417,456.

    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 12,505 shares
    Change vs previous 13F +830 shares

    0.05% of the 13F portfolio, value $1,472,089.

    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 11,675 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $1,381,970.

    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 11,692 shares
    Change vs previous 13F +4,848 shares

    0.05% of the 13F portfolio, value $1,268,933.

    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 6,844 shares
    Change vs previous 13F +149 shares

    0.03% of the 13F portfolio, value $660,104.

    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 6,695 shares
    Change vs previous 13F +325 shares

    0.03% of the 13F portfolio, value $648,143.

    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 6,370 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $575,848.

    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).