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Peak Planning Group, LLC: MPC position timeline

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

Peak Planning Group, LLC held 8,252 MPC 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 8,252 shares
    Change vs previous 13F +210 shares

    0.48% of the 13F portfolio, value $2,109,723.

    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 8,042 shares
    Change vs previous 13F +12 shares

    0.54% of the 13F portfolio, value $1,963,573.

    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 8,030 shares
    Change vs previous 13F +2,264 shares

    0.37% of the 13F portfolio, value $1,305,896.

    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 5,766 shares
    Change vs previous 13F -142 shares

    0.58% of the 13F portfolio, value $1,111,406.

    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 5,908 shares
    Change vs previous 13F -2,746 shares

    0.63% of the 13F portfolio, value $981,399.

    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 8,654 shares
    Change vs previous 13F -811 shares

    0.53% of the 13F portfolio, value $1,260,702.

    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 9,465 shares
    Change vs previous 13F -929 shares

    0.55% of the 13F portfolio, value $1,320,457.

    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 10,394 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,693,277.

    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).