Peak Retirement Planning, Inc.: NBIX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on NBIX, newest first. How the timeline and the estimate are built.
Peak Retirement Planning, Inc. held 29,734 NBIX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 29,734 sharesChange vs previous 13F +4,128 shares
0.79% of the 13F portfolio, value $5,011,156.
13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,606 sharesChange vs previous 13F +5,989 shares
0.67% of the 13F portfolio, value $3,373,277.
13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,617 sharesChange vs previous 13F +4,906 shares
0.65% of the 13F portfolio, value $2,782,220.
13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,711 sharesChange vs previous 13F +2,818 shares
0.58% of the 13F portfolio, value $2,065,155.
13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,893 sharesChange vs previous 13F +2,394 shares
0.6% of the 13F portfolio, value $1,494,826.
13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,499 sharesChange vs previous 13F +1,869 shares
0.58% of the 13F portfolio, value $1,050,589.
13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,630 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $1,029,368.
13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).