Skip to content
Disclosery

Peak Retirement Planning, Inc.: MMSI position timeline

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

Peak Retirement Planning, Inc. held 74,008 MMSI 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 74,008 shares
    Change vs previous 13F +28,865 shares

    0.81% of the 13F portfolio, value $5,131,743.

    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 45,143 shares
    Change vs previous 13F +12,671 shares

    0.62% of the 13F portfolio, value $3,111,692.

    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 32,472 shares
    Change vs previous 13F +8,494 shares

    0.67% of the 13F portfolio, value $2,862,105.

    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 23,978 shares
    Change vs previous 13F +8,552 shares

    0.56% of the 13F portfolio, value $1,995,664.

    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 15,426 shares
    Change vs previous 13F +4,371 shares

    0.58% of the 13F portfolio, value $1,442,009.

    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 11,055 shares
    Change vs previous 13F +2,004 shares

    0.65% of the 13F portfolio, value $1,168,624.

    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 9,051 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $875,065.

    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).