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Peak Planning Group, LLC: QQQ position timeline

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

Peak Planning Group, LLC held 69,787 QQQ 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 69,787 shares
    Change vs previous 13F +2,629 shares

    11.6% of the 13F portfolio, value $51,391,361.

    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 67,158 shares
    Change vs previous 13F +3,956 shares

    10.74% of the 13F portfolio, value $38,762,462.

    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 63,202 shares
    Change vs previous 13F +24,978 shares

    10.91% of the 13F portfolio, value $38,894,144.

    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 38,224 shares
    Change vs previous 13F +6,442 shares

    11.95% of the 13F portfolio, value $22,948,435.

    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 31,782 shares
    Change vs previous 13F -15,428 shares

    11.22% of the 13F portfolio, value $17,532,055.

    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 47,210 shares
    Change vs previous 13F +2,464 shares

    9.32% of the 13F portfolio, value $22,162,272.

    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 44,746 shares
    Change vs previous 13F +3,275 shares

    9.53% of the 13F portfolio, value $22,875,891.

    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 41,471 shares
    Change vs previous 13F not available

    8.87% of the 13F portfolio, value $20,240,946.

    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).