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Disclosery

Peak Planning Group, LLC: FTCS position timeline

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

Peak Planning Group, LLC held 11,875 FTCS 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 11,875 shares
    Change vs previous 13F -1,365 shares

    0.25% of the 13F portfolio, value $1,115,331.

    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 13,240 shares
    Change vs previous 13F -236 shares

    0.34% of the 13F portfolio, value $1,228,116.

    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 13,476 shares
    Change vs previous 13F +2,787 shares

    0.35% of the 13F portfolio, value $1,246,645.

    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 10,689 shares
    Change vs previous 13F +8 shares

    0.52% of the 13F portfolio, value $1,000,895.

    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).

  5. period ended2025-06-30
    13F 10,681 shares
    Change vs previous 13F -7,771 shares

    0.62% of the 13F portfolio, value $970,835.

    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).

  6. period ended2025-03-31
    13F 18,452 shares
    Change vs previous 13F +14 shares

    0.7% of the 13F portfolio, value $1,654,093.

    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).

  7. period ended2024-12-31
    13F 18,438 shares
    Change vs previous 13F -233 shares

    0.67% of the 13F portfolio, value $1,619,236.

    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).

  8. period ended2024-09-30
    13F 18,671 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,695,253.

    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).