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Peak Retirement Planning, Inc.: PG position timeline

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

Peak Retirement Planning, Inc. held 27,103 PG 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 27,103 shares
    Change vs previous 13F +7,510 shares

    0.63% of the 13F portfolio, value $3,974,321.

    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 19,593 shares
    Change vs previous 13F +1,375 shares

    0.56% of the 13F portfolio, value $2,830,073.

    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 18,218 shares
    Change vs previous 13F +6,070 shares

    0.61% of the 13F portfolio, value $2,610,783.

    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 12,148 shares
    Change vs previous 13F +4,164 shares

    0.53% of the 13F portfolio, value $1,866,544.

    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 7,984 shares
    Change vs previous 13F +1,522 shares

    0.51% of the 13F portfolio, value $1,271,954.

    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 6,462 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,101,254.

    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).