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Peak Retirement Planning, Inc.: MU position timeline

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

Peak Retirement Planning, Inc. held 5,948 MU 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 5,948 shares
    Change vs previous 13F -3,562 shares

    1.09% of the 13F portfolio, value $6,865,272.

    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 9,510 shares
    Change vs previous 13F -1,370 shares

    0.64% of the 13F portfolio, value $3,212,695.

    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 10,880 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,105,398.

    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).