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Peak Retirement Planning, Inc.: QQQ position timeline

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

Peak Retirement Planning, Inc. held 47,055 QQQ 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 47,055 shares
    Change vs previous 13F +26,048 shares

    5.49% of the 13F portfolio, value $34,651,395.

    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 21,007 shares
    Change vs previous 13F -18,456 shares

    2.42% of the 13F portfolio, value $12,124,852.

    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 39,463 shares
    Change vs previous 13F +37,661 shares

    5.68% of the 13F portfolio, value $24,242,621.

    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 1,802 shares
    Change vs previous 13F +725 shares

    0.3% of the 13F portfolio, value $1,081,867.

    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 1,077 shares
    Change vs previous 13F -15,534 shares

    0.24% of the 13F portfolio, value $594,116.

    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 16,611 shares
    Change vs previous 13F +3,314 shares

    4.32% of the 13F portfolio, value $7,789,230.

    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 13,297 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $6,760,829.

    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).