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Disclosery

Peak Planning Group, LLC: IVV position timeline

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

Peak Planning Group, LLC held 67,160 IVV 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 67,160 shares
    Change vs previous 13F +2,945 shares

    11.35% of the 13F portfolio, value $50,295,265.

    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 64,215 shares
    Change vs previous 13F +3,645 shares

    11.63% of the 13F portfolio, value $41,946,260.

    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 60,570 shares
    Change vs previous 13F +28,268 shares

    11.63% of the 13F portfolio, value $41,486,369.

    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 32,302 shares
    Change vs previous 13F +5,628 shares

    11.26% of the 13F portfolio, value $21,619,658.

    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 26,674 shares
    Change vs previous 13F -20,367 shares

    10.6% of the 13F portfolio, value $16,562,133.

    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 47,041 shares
    Change vs previous 13F +671 shares

    11.12% of the 13F portfolio, value $26,432,398.

    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 46,370 shares
    Change vs previous 13F +3,232 shares

    11.37% of the 13F portfolio, value $27,296,814.

    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 43,138 shares
    Change vs previous 13F not available

    10.91% of the 13F portfolio, value $24,882,849.

    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).