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Retirement Planning Group, LLC: XLP position timeline

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

Retirement Planning Group, LLC held 108,698 XLP 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 108,698 shares
    Change vs previous 13F -9,761 shares

    0.23% of the 13F portfolio, value $9,029,553.

    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 118,459 shares
    Change vs previous 13F -4,723 shares

    0.3% of the 13F portfolio, value $9,711,308.

    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 123,182 shares
    Change vs previous 13F +3,871 shares

    0.31% of the 13F portfolio, value $9,568,762.

    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 119,311 shares
    Change vs previous 13F +87,363 shares

    0.32% of the 13F portfolio, value $9,350,431.

    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 31,948 shares
    Change vs previous 13F -4,717 shares

    0.11% of the 13F portfolio, value $2,586,831.

    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 36,665 shares
    Change vs previous 13F -2,908 shares

    0.14% of the 13F portfolio, value $2,994,399.

    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 39,573 shares
    Change vs previous 13F +392 shares

    0.16% of the 13F portfolio, value $3,110,819.

    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 39,181 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,251,984.

    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).