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Peak Retirement Planning, Inc.: CBOE position timeline

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

Peak Retirement Planning, Inc. held 11,638 CBOE 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 11,638 shares
    Change vs previous 13F +3,644 shares

    0.45% of the 13F portfolio, value $2,824,157.

    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 7,994 shares
    Change vs previous 13F -11 shares

    0.45% of the 13F portfolio, value $2,246,927.

    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 8,005 shares
    Change vs previous 13F +526 shares

    0.47% of the 13F portfolio, value $2,009,180.

    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 7,479 shares
    Change vs previous 13F +1,876 shares

    0.52% of the 13F portfolio, value $1,834,339.

    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 5,603 shares
    Change vs previous 13F +887 shares

    0.53% of the 13F portfolio, value $1,306,607.

    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 4,716 shares
    Change vs previous 13F +548 shares

    0.59% of the 13F portfolio, value $1,067,184.

    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 4,168 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $815,224.

    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).