Skip to content
Disclosery

Peak Retirement Planning, Inc.: TROW position timeline

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

Peak Retirement Planning, Inc. held 30,933 TROW 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 30,933 shares
    Change vs previous 13F +5,233 shares

    0.56% of the 13F portfolio, value $3,516,775.

    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 25,700 shares
    Change vs previous 13F +5,987 shares

    0.46% of the 13F portfolio, value $2,316,573.

    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 19,713 shares
    Change vs previous 13F +3,798 shares

    0.47% of the 13F portfolio, value $2,018,186.

    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 15,915 shares
    Change vs previous 13F +2,240 shares

    0.46% of the 13F portfolio, value $1,633,535.

    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 13,675 shares
    Change vs previous 13F +4,034 shares

    0.53% of the 13F portfolio, value $1,319,605.

    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 9,641 shares
    Change vs previous 13F -1,106 shares

    0.49% of the 13F portfolio, value $885,719.

    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 10,747 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,083,110.

    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).