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Peak Retirement Planning, Inc.: CF position timeline

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

Peak Retirement Planning, Inc. held 28,436 CF 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 28,436 shares
    Change vs previous 13F +6,408 shares

    0.49% of the 13F portfolio, value $3,078,428.

    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 22,028 shares
    Change vs previous 13F -3,948 shares

    0.57% of the 13F portfolio, value $2,860,159.

    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 25,976 shares
    Change vs previous 13F +5,718 shares

    0.47% of the 13F portfolio, value $2,009,014.

    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 20,258 shares
    Change vs previous 13F +6,208 shares

    0.51% of the 13F portfolio, value $1,817,159.

    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 14,050 shares
    Change vs previous 13F +1,779 shares

    0.52% of the 13F portfolio, value $1,292,611.

    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 12,271 shares
    Change vs previous 13F +3,009 shares

    0.53% of the 13F portfolio, value $958,979.

    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 9,262 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $791,089.

    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).