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Peak Retirement Planning, Inc.: THC position timeline

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

Peak Retirement Planning, Inc. held 27,789 THC 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 27,789 shares
    Change vs previous 13F +13,317 shares

    0.82% of the 13F portfolio, value $5,198,791.

    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 14,472 shares
    Change vs previous 13F +113 shares

    0.54% of the 13F portfolio, value $2,731,103.

    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 14,359 shares
    Change vs previous 13F +2,538 shares

    0.67% of the 13F portfolio, value $2,853,511.

    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 11,821 shares
    Change vs previous 13F +2,899 shares

    0.68% of the 13F portfolio, value $2,400,091.

    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 8,922 shares
    Change vs previous 13F +97 shares

    0.63% of the 13F portfolio, value $1,570,347.

    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 8,825 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,186,963.

    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).