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Peak Retirement Planning, Inc.: CME position timeline

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

Peak Retirement Planning, Inc. held 12,847 CME 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 12,847 shares
    Change vs previous 13F +5,156 shares

    0.45% of the 13F portfolio, value $2,837,102.

    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 7,691 shares
    Change vs previous 13F +324 shares

    0.45% of the 13F portfolio, value $2,271,460.

    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 7,367 shares
    Change vs previous 13F +1,010 shares

    0.47% of the 13F portfolio, value $2,011,655.

    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 6,357 shares
    Change vs previous 13F +1,811 shares

    0.48% of the 13F portfolio, value $1,717,733.

    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 4,546 shares
    Change vs previous 13F +672 shares

    0.51% of the 13F portfolio, value $1,253,029.

    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 3,874 shares
    Change vs previous 13F +242 shares

    0.57% of the 13F portfolio, value $1,027,733.

    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 3,632 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $843,058.

    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).