Skip to content
Disclosery

Peak Retirement Planning, Inc.: GIS position timeline

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

Peak Retirement Planning, Inc. held 95,739 GIS 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 95,739 shares
    Change vs previous 13F +41,834 shares

    0.53% of the 13F portfolio, value $3,331,721.

    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 53,905 shares
    Change vs previous 13F +10,870 shares

    0.4% of the 13F portfolio, value $2,006,353.

    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 43,035 shares
    Change vs previous 13F +7,582 shares

    0.47% of the 13F portfolio, value $2,001,108.

    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 35,453 shares
    Change vs previous 13F +11,998 shares

    0.5% of the 13F portfolio, value $1,787,548.

    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 23,455 shares
    Change vs previous 13F +7,098 shares

    0.49% of the 13F portfolio, value $1,215,220.

    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 16,357 shares
    Change vs previous 13F +3,845 shares

    0.54% of the 13F portfolio, value $977,985.

    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 12,512 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $797,873.

    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).