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Disclosery

Peak Planning Group, LLC: RJF position timeline

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

Peak Planning Group, LLC held 4,247 RJF 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 4,247 shares
    Change vs previous 13F -893 shares

    0.15% of the 13F portfolio, value $645,617.

    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 5,140 shares
    Change vs previous 13F -1,038 shares

    0.21% of the 13F portfolio, value $744,222.

    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 6,178 shares
    Change vs previous 13F -296 shares

    0.28% of the 13F portfolio, value $992,076.

    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 6,474 shares
    Change vs previous 13F -2,130 shares

    0.58% of the 13F portfolio, value $1,117,487.

    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 8,604 shares
    Change vs previous 13F -685 shares

    0.84% of the 13F portfolio, value $1,319,534.

    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 9,289 shares
    Change vs previous 13F +4 shares

    0.54% of the 13F portfolio, value $1,290,348.

    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 9,285 shares
    Change vs previous 13F -2,293 shares

    0.6% of the 13F portfolio, value $1,442,290.

    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 11,578 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,417,800.

    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).