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Retirement Planning Group, LLC: XLE position timeline

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

Retirement Planning Group, LLC held 32,841 XLE 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 32,841 shares
    Change vs previous 13F -3,897 shares

    0.04% of the 13F portfolio, value $1,744,205.

    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 36,738 shares
    Change vs previous 13F +6,161 shares

    0.07% of the 13F portfolio, value $2,250,600.

    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 30,577 shares
    Change vs previous 13F +14,799 shares

    0.04% of the 13F portfolio, value $1,367,076.

    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 15,778 shares
    Change vs previous 13F +1,533 shares

    0.05% of the 13F portfolio, value $1,409,611.

    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 14,245 shares
    Change vs previous 13F -5,543 shares

    0.05% of the 13F portfolio, value $1,208,158.

    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 19,788 shares
    Change vs previous 13F -2,244 shares

    0.09% of the 13F portfolio, value $1,849,207.

    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 22,032 shares
    Change vs previous 13F +652 shares

    0.09% of the 13F portfolio, value $1,887,250.

    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 21,380 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,877,193.

    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).