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Peak Retirement Planning, Inc.: VB position timeline

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

Peak Retirement Planning, Inc. held 35,246 VB 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 35,246 shares
    Change vs previous 13F +713 shares

    1.69% of the 13F portfolio, value $10,683,749.

    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 34,533 shares
    Change vs previous 13F +28,751 shares

    1.8% of the 13F portfolio, value $9,044,964.

    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 5,782 shares
    Change vs previous 13F +2,385 shares

    0.35% of the 13F portfolio, value $1,491,381.

    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 3,397 shares
    Change vs previous 13F +754 shares

    0.24% of the 13F portfolio, value $863,801.

    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 2,643 shares
    Change vs previous 13F -261 shares

    0.25% of the 13F portfolio, value $626,252.

    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 2,904 shares
    Change vs previous 13F -15,932 shares

    0.36% of the 13F portfolio, value $643,962.

    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 18,836 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $4,527,383.

    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).