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Retirement Planning Group, LLC: XLY position timeline

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

Retirement Planning Group, LLC held 39,884 XLY 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 39,884 shares
    Change vs previous 13F -2,335 shares

    0.12% of the 13F portfolio, value $4,677,553.

    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 42,219 shares
    Change vs previous 13F -2,196 shares

    0.14% of the 13F portfolio, value $4,601,057.

    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 44,415 shares
    Change vs previous 13F +19,585 shares

    0.17% of the 13F portfolio, value $5,303,625.

    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 24,830 shares
    Change vs previous 13F +824 shares

    0.21% of the 13F portfolio, value $5,950,196.

    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 24,006 shares
    Change vs previous 13F -1,486 shares

    0.22% of the 13F portfolio, value $5,217,128.

    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 25,492 shares
    Change vs previous 13F +2,466 shares

    0.24% of the 13F portfolio, value $5,033,671.

    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 23,026 shares
    Change vs previous 13F +968 shares

    0.26% of the 13F portfolio, value $5,165,824.

    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 22,058 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,419,768.

    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).