Retirement Planning Group

SEC CIK: 0001508195
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Retirement Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q2 2026): 1,825
Value: $514.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of LPLA by Retirement Planning Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,825	$514.0K	<0.1%	−63−3.3%	Reduced	Holders
Q1 2026	1,888	$567.9K	<0.1%	−69−3.5%	Reduced	Holders
Q4 2025	1,957	$699.0K	<0.1%	+137+7.5%	Added	Holders
Q3 2025	1,820	$605.5K	<0.1%	+1,820	New	Holders