Skip to content
Disclosery

Peak Retirement Planning, Inc.: TOST position timeline

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

Peak Retirement Planning, Inc. held 173,678 TOST 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 173,678 shares
    Change vs previous 13F +60,205 shares

    0.76% of the 13F portfolio, value $4,831,715.

    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 113,473 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,008,175.

    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).