Skip to content
Disclosery

Peak Planning Group, LLC: FRDM position timeline

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

Peak Planning Group, LLC held 102,201 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,201 shares
    Change vs previous 13F +12,904 shares

    1.68% of the 13F portfolio, value $7,450,459.

    13F-HR 0001951757-26-001241 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).

  2. period ended2026-03-31
    13F 89,297 shares
    Change vs previous 13F +30,639 shares

    1.35% of the 13F portfolio, value $4,880,078.

    13F-HR 0001951757-26-000701 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 ended2025-12-31
    13F 58,658 shares
    Change vs previous 13F +28,604 shares

    0.84% of the 13F portfolio, value $3,007,393.

    13F-HR 0001951757-26-000428 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 ended2025-09-30
    13F 30,054 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,331,676.

    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).