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CIK 0001508195 • 7 13F filings • Apr 10, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("retirement-planning-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001508195-25-000004 |
| $2.88B |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0001508195-26-000004 | $3.94B | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004322 | $2.35B | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001508195-26-000002 | $3.23B | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002020 | $2.13B | View |