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Peak Retirement Planning, Inc.: SGOV position timeline

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

Peak Retirement Planning, Inc. held 653,810 SGOV 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 653,810 shares
    Change vs previous 13F -13,705 shares

    10.42% of the 13F portfolio, value $65,819,057.

    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 667,515 shares
    Change vs previous 13F +95,235 shares

    13.4% of the 13F portfolio, value $67,192,021.

    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 572,280 shares
    Change vs previous 13F +47,679 shares

    13.45% of the 13F portfolio, value $57,445,496.

    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 524,601 shares
    Change vs previous 13F +6,788 shares

    14.88% of the 13F portfolio, value $52,827,366.

    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 517,813 shares
    Change vs previous 13F +263,155 shares

    21.05% of the 13F portfolio, value $52,138,603.

    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 254,658 shares
    Change vs previous 13F +87,686 shares

    14.22% of the 13F portfolio, value $25,636,421.

    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 166,972 shares
    Change vs previous 13F not available

    11.33% of the 13F portfolio, value $16,771,111.

    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).