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Disclosery

Peak Planning Group, LLC: RSP position timeline

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

Peak Planning Group, LLC held 10,020 RSP 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 10,020 shares
    Change vs previous 13F -1,117 shares

    0.48% of the 13F portfolio, value $2,131,866.

    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 11,137 shares
    Change vs previous 13F -2,569 shares

    0.59% of the 13F portfolio, value $2,137,511.

    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 13,706 shares
    Change vs previous 13F +2,391 shares

    0.74% of the 13F portfolio, value $2,625,589.

    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 11,315 shares
    Change vs previous 13F -460 shares

    1.12% of the 13F portfolio, value $2,146,366.

    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 11,775 shares
    Change vs previous 13F -7,155 shares

    1.37% of the 13F portfolio, value $2,139,953.

    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 18,930 shares
    Change vs previous 13F -494 shares

    1.38% of the 13F portfolio, value $3,279,292.

    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 19,424 shares
    Change vs previous 13F +1,037 shares

    1.42% of the 13F portfolio, value $3,403,690.

    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 18,387 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,294,065.

    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).