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Peak Retirement Planning, Inc.: IBM position timeline

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

Peak Retirement Planning, Inc. held 1,408 IBM 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 1,408 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $395,847.

    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 1,265 shares
    Change vs previous 13F +189 shares

    0.06% of the 13F portfolio, value $306,584.

    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 1,076 shares
    Change vs previous 13F -93 shares

    0.07% of the 13F portfolio, value $318,830.

    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 1,169 shares
    Change vs previous 13F +201 shares

    0.09% of the 13F portfolio, value $329,973.

    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 968 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $285,310.

    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 968 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,703.

    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).