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Disclosery

Peak Planning Group, LLC: IJR position timeline

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

Peak Planning Group, LLC held 8,654 IJR 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 8,654 shares
    Change vs previous 13F +11 shares

    0.29% of the 13F portfolio, value $1,283,409.

    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 8,643 shares
    Change vs previous 13F -112 shares

    0.3% of the 13F portfolio, value $1,074,460.

    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 8,755 shares
    Change vs previous 13F +3,629 shares

    0.3% of the 13F portfolio, value $1,052,175.

    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 5,126 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $609,123.

    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 5,126 shares
    Change vs previous 13F -4,988 shares

    0.36% of the 13F portfolio, value $560,221.

    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 10,114 shares
    Change vs previous 13F -1,278 shares

    0.44% of the 13F portfolio, value $1,057,646.

    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 11,392 shares
    Change vs previous 13F -358 shares

    0.55% of the 13F portfolio, value $1,312,543.

    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 11,750 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,374,231.

    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).