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Peak Retirement Planning, Inc.: BND position timeline

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

Peak Retirement Planning, Inc. held 22,346 BND 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 22,346 shares
    Change vs previous 13F -45,706 shares

    0.26% of the 13F portfolio, value $1,640,407.

    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 68,052 shares
    Change vs previous 13F +59,051 shares

    1% of the 13F portfolio, value $5,011,359.

    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 9,001 shares
    Change vs previous 13F +1,580 shares

    0.16% of the 13F portfolio, value $666,690.

    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 7,421 shares
    Change vs previous 13F -75,570 shares

    0.16% of the 13F portfolio, value $551,910.

    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 82,991 shares
    Change vs previous 13F +39,313 shares

    2.47% of the 13F portfolio, value $6,110,644.

    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 43,678 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $3,208,149.

    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).