Peak Retirement Planning, Inc.: USB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on USB, newest first. How the timeline and the estimate are built.
Peak Retirement Planning, Inc. held 0 USB shares at 2026-03-31 per its 13F-HR filed 2026-05-11.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -38,008 shares
13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 38,008 sharesChange vs previous 13F +1,603 shares
0.47% of the 13F portfolio, value $2,028,080.
13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,405 sharesChange vs previous 13F +7,673 shares
0.5% of the 13F portfolio, value $1,759,454.
13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,732 sharesChange vs previous 13F +7,944 shares
0.52% of the 13F portfolio, value $1,300,116.
13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,788 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $877,669.
13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).