Peak Planning Group, LLC: SDSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Planning Group, LLC on SDSI, newest first. How the timeline and the estimate are built.
Peak Planning Group, LLC held 7,449 SDSI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 7,449 sharesChange vs previous 13F -3,028 shares
0.09% of the 13F portfolio, value $382,498.
13F-HR 0001951757-26-001241 filed by Peak Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,477 sharesChange vs previous 13F +80 shares
0.15% of the 13F portfolio, value $537,363.
13F-HR 0001951757-26-000701 filed by Peak Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,397 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $536,252.
13F-HR 0001951757-26-000428 filed by Peak Planning Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).