Peak Retirement Planning, Inc.: SPY position timeline

Peak Retirement Planning, Inc. held 1,209 SPY 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 1,209 shares

   Change vs previous 13F -1,260 shares

   0.14% of the 13F portfolio, value $902,876.

   13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,469 shares

   Change vs previous 13F +585 shares

   0.32% of the 13F portfolio, value $1,605,639.

   13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,884 shares

   Change vs previous 13F +1,095 shares

   0.3% of the 13F portfolio, value $1,284,654.

   13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 789 shares

   Change vs previous 13F +189 shares

   0.15% of the 13F portfolio, value $525,599.

   13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 600 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $370,444.

   13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).