Skip to content
Disclosery

Peak Planning Group, LLC: IGSB position timeline

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

Peak Planning Group, LLC held 21,641 IGSB 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 21,641 shares
    Change vs previous 13F -231 shares

    0.26% of the 13F portfolio, value $1,134,224.

    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 21,872 shares
    Change vs previous 13F +748 shares

    0.32% of the 13F portfolio, value $1,149,617.

    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 21,124 shares
    Change vs previous 13F +9,769 shares

    0.31% of the 13F portfolio, value $1,117,018.

    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 11,355 shares
    Change vs previous 13F +11,355 shares

    0.31% of the 13F portfolio, value $602,156.

    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 0 shares
    Change vs previous 13F -5,987 shares

    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).

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

  6. period ended2025-03-31
    13F 5,987 shares
    Change vs previous 13F +571 shares

    0.13% of the 13F portfolio, value $313,539.

    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 5,416 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $279,993.

    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 5,396 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $284,152.

    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).