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RETIREMENT PLANNING GROUP, LLC / NY: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT PLANNING GROUP, LLC / NY on VBR, newest first. How the timeline and the estimate are built.

RETIREMENT PLANNING GROUP, LLC / NY held 6,374 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,374 shares
    Change vs previous 13F +1,147 shares

    0.84% of the 13F portfolio, value $1,548,709.

    13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 5,227 shares
    Change vs previous 13F +1,187 shares

    0.73% of the 13F portfolio, value $1,135,588.

    13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 4,040 shares
    Change vs previous 13F +1,402 shares

    0.58% of the 13F portfolio, value $855,598.

    13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 2,638 shares
    Change vs previous 13F +602 shares

    0.41% of the 13F portfolio, value $552,993.

    13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 2,036 shares
    Change vs previous 13F +741 shares

    0.35% of the 13F portfolio, value $398,875.

    13F-HR 0001951757-25-000963 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 1,295 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $241,279.

    13F-HR 0001951757-25-000395 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).