Filer Snapshot

Resource Planning Group

CIK 0001537147. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

22

Latest filing

10 Jan 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$154.05M

72 holdings for Q4 2023

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Largest parsed holding

AGG

$18.87M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 10 Jan 2024 for CIK 0001537147.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$154.05M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$154.05M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
AGG BSV VV VEA VB
+15 moreVOO EMXC BNDX DFAC QUS SCHP VWO FNDC SCHO STIP RODM MTUM DFUV USMV DFIC

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AGG BSV VV VEA VB VOO EMXC BNDX
+12 moreDFAC QUS SCHP VWO FNDC SCHO STIP RODM MTUM DFUV USMV DFIC
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
10 Glenlake Parkway, South Tower, Suite 150, Atlanta, GA, 30328
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
GA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Resource Planning Group

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $154.05M across 72 reported holdings for Q4 2023.
  • Largest parsed 13F holding: AGG at $18.87M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 72 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2023 - 10 Jan 2024

Top 5 concentration

38%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$57.98M

Compared with $154.05M total 13F value.

Top 5 net change

+$9.71M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AGG ยท Largest trim: VV

AGG BSV VV VEA VB Other holdings

AGG

12.2%

Ishares Tr

$18.87M

BSV

10.4%

Vanguard Bd Index Fds

$16.01M

VV

5.2%

Vanguard Index Fds

$7.95M

VEA

5.1%

Vanguard Tax Managed Fds

$7.78M

VB

4.8%

Vanguard Index Fds

$7.36M

Latest update

What changed recently for Resource Planning Group

New filing available

Latest 13F period: Q4 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 Jan 2024

Page type

Filer profile

Latest period

Q4 2023

Institutional portfolio context was refreshed from a 13F filing filed on 10 Jan 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Resource Planning Group has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2023. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001537147 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
22
First seen
05 Nov 2018
Latest filing
10 Jan 2024
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Resource Planning Group SEC filings Resource Planning Group 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 22 SEC filings for Resource Planning Group.

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13F-HR

13F-HR filing

Filing date
10 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
28 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
12 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
31 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
03 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
02 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
20 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
12 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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