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Disclosery

Peak Planning Group, LLC: XEADX position timeline

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

Peak Planning Group, LLC held 1,090,407 XEADX 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 1,090,407 shares
    Change vs previous 13F -52,359 shares

    1.6% of the 13F portfolio, value $7,087,647.

    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 1,142,766 shares
    Change vs previous 13F -46,322 shares

    2.05% of the 13F portfolio, value $7,405,125.

    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 1,189,088 shares
    Change vs previous 13F +1,189,088 shares

    2.26% of the 13F portfolio, value $8,062,018.

    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 -782,407 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 782,407 shares
    Change vs previous 13F +67,725 shares

    2.25% of the 13F portfolio, value $5,351,661.

    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 714,682 shares
    Change vs previous 13F +16,789 shares

    2.05% of the 13F portfolio, value $4,924,160.

    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 697,893 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,975,974.

    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).