Peak Retirement Planning, Inc.: DGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on DGX, newest first. How the timeline and the estimate are built.
Peak Retirement Planning, Inc. held 0 DGX shares at 2025-12-31 per its 13F-HR filed 2026-02-10.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -9,775 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 9,775 sharesChange vs previous 13F +2,439 shares
0.52% of the 13F portfolio, value $1,862,948.
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 ended2025-06-3013F 7,336 sharesChange vs previous 13F +1,485 shares
0.53% of the 13F portfolio, value $1,317,714.
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 5,851 sharesChange vs previous 13F -1,220 shares
0.55% of the 13F portfolio, value $989,989.
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 7,071 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $824,504.
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).