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Disclosery

Peak Planning Group, LLC: EPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Planning Group, LLC on EPI, newest first. How the timeline and the estimate are built.

Peak Planning Group, LLC held 0 EPI shares at 2025-09-30 per its 13F-HR filed 2026-05-26.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,190 shares

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 12,190 shares
    Change vs previous 13F +3,830 shares

    0.37% of the 13F portfolio, value $578,637.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 8,360 shares
    Change vs previous 13F -11,573 shares

    0.15% of the 13F portfolio, value $365,395.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 19,933 shares
    Change vs previous 13F -11 shares

    0.38% of the 13F portfolio, value $902,378.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 19,944 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,006,389.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).