Number of Shares
5,301,950
Previous 4,777,442 10.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
N/A
524,508 Added 10.98%
5,301,950 $0
Q2 2025

Jul 30, 2025

BUY
N/A
288,106 Added 6.42%
4,777,442 $0
Q1 2025

Apr 10, 2025

BUY
N/A
722,451 Added 19.18%
4,489,336 $0
Q4 2024

Feb 18, 2025

BUY
N/A
1,017,985 Added 37.03%
3,766,885 $0
Q3 2024

Oct 10, 2024

BUY
N/A
880,999 Added 47.17%
2,748,900 $0
Q2 2024

Jul 12, 2024

BUY
N/A
1,867,901 New
1,867,901 $0
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.