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Peak Retirement Planning, Inc.: APP position timeline

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

Peak Retirement Planning, Inc. held 8,250 APP 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 8,250 shares
    Change vs previous 13F +493 shares

    0.67% of the 13F portfolio, value $4,250,725.

    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 7,757 shares
    Change vs previous 13F +3,556 shares

    0.62% of the 13F portfolio, value $3,087,364.

    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 4,201 shares
    Change vs previous 13F -240 shares

    0.66% of the 13F portfolio, value $2,830,400.

    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).

  4. period ended2025-09-30
    13F 4,441 shares
    Change vs previous 13F +550 shares

    0.9% of the 13F portfolio, value $3,190,833.

    13F-HR 0002056697-25-000006 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).

  5. period ended2025-06-30
    13F 3,891 shares
    Change vs previous 13F +383 shares

    0.55% of the 13F portfolio, value $1,362,158.

    13F-HR 0002056697-25-000005 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).

  6. period ended2025-03-31
    13F 3,508 shares
    Change vs previous 13F +526 shares

    0.52% of the 13F portfolio, value $929,515.

    13F-HR 0002056697-25-000004 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).

  7. period ended2024-12-31
    13F 2,982 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $969,359.

    13F-HR 0002056697-25-000001 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).