Skip to content
Disclosery

Peak Planning Group, LLC: VOO position timeline

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

Peak Planning Group, LLC held 3,353 VOO 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 3,353 shares
    Change vs previous 13F -187 shares

    0.52% of the 13F portfolio, value $2,302,874.

    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 3,540 shares
    Change vs previous 13F -3 shares

    0.59% of the 13F portfolio, value $2,115,327.

    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 3,543 shares
    Change vs previous 13F +148 shares

    0.62% of the 13F portfolio, value $2,221,922.

    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 3,395 shares
    Change vs previous 13F -18 shares

    1.08% of the 13F portfolio, value $2,079,030.

    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 3,413 shares
    Change vs previous 13F +242 shares

    1.24% of the 13F portfolio, value $1,938,686.

    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 3,171 shares
    Change vs previous 13F +923 shares

    0.69% of the 13F portfolio, value $1,629,609.

    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 2,248 shares
    Change vs previous 13F +579 shares

    0.5% of the 13F portfolio, value $1,211,245.

    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 1,669 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $880,681.

    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).