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RETIREMENT PLANNING GROUP, LLC / NY: VTI position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 968 VTI 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 968 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $358,057.

    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 966 shares
    Change vs previous 13F -203 shares

    0.2% of the 13F portfolio, value $309,967.

    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 1,169 shares
    Change vs previous 13F +14 shares

    0.27% of the 13F portfolio, value $391,851.

    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 1,155 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $380,129.

    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).