Peak Retirement Planning, Inc.: CMCSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on CMCSA, newest first. How the timeline and the estimate are built.
Peak Retirement Planning, Inc. held 128,969 CMCSA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 128,969 sharesChange vs previous 13F +52,690 shares
0.5% of the 13F portfolio, value $3,166,196.
13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 76,279 sharesChange vs previous 13F +8,445 shares
0.44% of the 13F portfolio, value $2,189,972.
13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,834 sharesChange vs previous 13F +17,824 shares
0.47% of the 13F portfolio, value $2,027,565.
13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,010 sharesChange vs previous 13F +50,010 shares
0.44% of the 13F portfolio, value $1,571,301.
13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -20,150 shares
13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 20,150 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $756,519.
13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).