Skip to content
Disclosery

Retirement Planning Group, LLC: XLV position timeline

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

Retirement Planning Group, LLC held 6,427 XLV 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 6,427 shares
    Change vs previous 13F -1,550 shares

    0.03% of the 13F portfolio, value $1,019,743.

    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 7,977 shares
    Change vs previous 13F -103 shares

    0.04% of the 13F portfolio, value $1,169,451.

    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 8,080 shares
    Change vs previous 13F -22 shares

    0.04% of the 13F portfolio, value $1,250,775.

    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 8,102 shares
    Change vs previous 13F -3,017 shares

    0.04% of the 13F portfolio, value $1,127,499.

    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 11,119 shares
    Change vs previous 13F -2,194 shares

    0.06% of the 13F portfolio, value $1,498,735.

    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 13,313 shares
    Change vs previous 13F -4,690 shares

    0.09% of the 13F portfolio, value $1,943,845.

    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 18,003 shares
    Change vs previous 13F -28,447 shares

    0.12% of the 13F portfolio, value $2,476,615.

    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 46,450 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,154,162.

    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).