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Peak Retirement Planning, Inc.: NVDA position timeline

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

Peak Retirement Planning, Inc. held 54,264 NVDA 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 54,264 shares
    Change vs previous 13F +14,958 shares

    1.72% of the 13F portfolio, value $10,857,769.

    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 39,306 shares
    Change vs previous 13F +5,617 shares

    1.37% of the 13F portfolio, value $6,854,974.

    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 33,689 shares
    Change vs previous 13F +19,335 shares

    1.47% of the 13F portfolio, value $6,283,090.

    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 14,354 shares
    Change vs previous 13F +1,181 shares

    0.75% of the 13F portfolio, value $2,678,246.

    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 13,173 shares
    Change vs previous 13F +2,452 shares

    0.84% of the 13F portfolio, value $2,081,163.

    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 10,721 shares
    Change vs previous 13F +1,047 shares

    0.64% of the 13F portfolio, value $1,161,942.

    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 9,674 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,276,755.

    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).