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Disclosery

Peak Planning Group, LLC: PULS position timeline

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

Peak Planning Group, LLC held 749,150 PULS 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 749,150 shares
    Change vs previous 13F +159,912 shares

    8.38% of the 13F portfolio, value $37,120,368.

    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 589,238 shares
    Change vs previous 13F +119,852 shares

    8.08% of the 13F portfolio, value $29,167,270.

    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 469,386 shares
    Change vs previous 13F +227,213 shares

    6.53% of the 13F portfolio, value $23,276,814.

    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 242,173 shares
    Change vs previous 13F +133,204 shares

    6.29% of the 13F portfolio, value $12,067,504.

    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 108,969 shares
    Change vs previous 13F +48,648 shares

    3.47% of the 13F portfolio, value $5,422,301.

    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 60,321 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,999,760.

    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).