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Disclosery

Peak Planning Group, LLC: FVD position timeline

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

Peak Planning Group, LLC held 8,495 FVD 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 8,495 shares
    Change vs previous 13F -1,835 shares

    0.09% of the 13F portfolio, value $409,298.

    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 10,330 shares
    Change vs previous 13F -2,351 shares

    0.13% of the 13F portfolio, value $485,797.

    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 12,681 shares
    Change vs previous 13F +7,916 shares

    0.16% of the 13F portfolio, value $584,378.

    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 4,765 shares
    Change vs previous 13F -2,082 shares

    0.11% of the 13F portfolio, value $220,355.

    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 6,847 shares
    Change vs previous 13F -12,833 shares

    0.2% of the 13F portfolio, value $306,060.

    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 19,680 shares
    Change vs previous 13F -2,164 shares

    0.37% of the 13F portfolio, value $877,569.

    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 21,844 shares
    Change vs previous 13F -3,255 shares

    0.4% of the 13F portfolio, value $953,248.

    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 25,099 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,141,724.

    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).