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Peak Retirement Planning, Inc.: FLEX position timeline

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

Peak Retirement Planning, Inc. held 31,191 FLEX 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 31,191 shares
    Change vs previous 13F -22,595 shares

    0.8% of the 13F portfolio, value $5,055,193.

    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 53,786 shares
    Change vs previous 13F +7,824 shares

    0.7% of the 13F portfolio, value $3,520,838.

    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 45,962 shares
    Change vs previous 13F +5,553 shares

    0.65% of the 13F portfolio, value $2,777,016.

    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 40,409 shares
    Change vs previous 13F +5,778 shares

    0.66% of the 13F portfolio, value $2,342,522.

    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 34,631 shares
    Change vs previous 13F +4,513 shares

    0.7% of the 13F portfolio, value $1,728,799.

    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 30,118 shares
    Change vs previous 13F +5,893 shares

    0.55% of the 13F portfolio, value $996,303.

    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 24,225 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $958,772.

    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).