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Peak Retirement Planning, Inc.: ITW position timeline

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

Peak Retirement Planning, Inc. held 12,998 ITW 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 12,998 shares
    Change vs previous 13F +4,340 shares

    0.56% of the 13F portfolio, value $3,515,605.

    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 8,658 shares
    Change vs previous 13F +351 shares

    0.45% of the 13F portfolio, value $2,253,610.

    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 8,307 shares
    Change vs previous 13F +1,510 shares

    0.48% of the 13F portfolio, value $2,046,119.

    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 6,797 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,772,317.

    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).