Skip to content
Disclosery

Peak Retirement Planning, Inc.: ACN position timeline

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

Peak Retirement Planning, Inc. held 17,495 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,495 shares
    Change vs previous 13F +6,404 shares

    0.34% of the 13F portfolio, value $2,177,136.

    13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
    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 11,091 shares
    Change vs previous 13F +3,769 shares

    0.44% of the 13F portfolio, value $2,199,167.

    13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
    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 7,322 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,964,409.

    13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).