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Peak Retirement Planning, Inc.: RL position timeline

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

Peak Retirement Planning, Inc. held 12,423 RL 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 12,423 shares
    Change vs previous 13F +3,122 shares

    0.79% of the 13F portfolio, value $4,986,637.

    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 9,301 shares
    Change vs previous 13F +1,445 shares

    0.64% of the 13F portfolio, value $3,199,622.

    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 7,856 shares
    Change vs previous 13F +1,001 shares

    0.65% of the 13F portfolio, value $2,778,132.

    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 6,855 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,149,521.

    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).