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Retirement Planning Group, LLC: XLK position timeline

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

Retirement Planning Group, LLC held 28,625 XLK 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 28,625 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $5,453,724.

    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 28,624 shares
    Change vs previous 13F +3,541 shares

    0.12% of the 13F portfolio, value $3,804,119.

    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 25,083 shares
    Change vs previous 13F +13,604 shares

    0.12% of the 13F portfolio, value $3,611,245.

    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 11,479 shares
    Change vs previous 13F -68 shares

    0.11% of the 13F portfolio, value $3,235,354.

    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 11,547 shares
    Change vs previous 13F -6,080 shares

    0.12% of the 13F portfolio, value $2,924,071.

    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 17,627 shares
    Change vs previous 13F +4,659 shares

    0.17% of the 13F portfolio, value $3,639,683.

    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 12,968 shares
    Change vs previous 13F +2,124 shares

    0.15% of the 13F portfolio, value $3,015,354.

    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 10,844 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,448,163.

    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).