Peak Retirement Planning, Inc.: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on CSCO, newest first. How the timeline and the estimate are built.
Peak Retirement Planning, Inc. held 2,710 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,710 sharesChange vs previous 13F +2,710 shares
0.05% of the 13F portfolio, value $318,325.
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 ended2025-09-3013F 0 sharesChange vs previous 13F -20,771 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 20,771 sharesChange vs previous 13F +4,279 shares
0.58% of the 13F portfolio, value $1,441,121.
13F-HR 0002056697-25-000005 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 16,492 sharesChange vs previous 13F +913 shares
0.56% of the 13F portfolio, value $1,017,721.
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).
- period ended2024-12-3113F 15,579 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $922,565.
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).