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Disclosery

Peak Planning Group, LLC: SCHW position timeline

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

Peak Planning Group, LLC held 9,047 SCHW 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 9,047 shares
    Change vs previous 13F -2,834 shares

    0.19% of the 13F portfolio, value $834,760.

    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 11,881 shares
    Change vs previous 13F -166 shares

    0.31% of the 13F portfolio, value $1,116,615.

    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 12,047 shares
    Change vs previous 13F +12,047 shares

    0.34% of the 13F portfolio, value $1,203,634.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -12,152 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 12,152 shares
    Change vs previous 13F +20 shares

    0.4% of the 13F portfolio, value $951,296.

    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).

  6. period ended2024-12-31
    13F 12,132 shares
    Change vs previous 13F +10 shares

    0.37% of the 13F portfolio, value $897,868.

    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).

  7. period ended2024-09-30
    13F 12,122 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $785,629.

    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).