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Peak Retirement Planning, Inc.: VBR position timeline

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

Peak Retirement Planning, Inc. held 56,505 VBR 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 56,505 shares
    Change vs previous 13F +6,293 shares

    2.17% of the 13F portfolio, value $13,730,105.

    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 50,212 shares
    Change vs previous 13F +15,469 shares

    2.18% of the 13F portfolio, value $10,908,464.

    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 34,743 shares
    Change vs previous 13F +2,900 shares

    1.72% of the 13F portfolio, value $7,358,183.

    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 31,843 shares
    Change vs previous 13F +7,815 shares

    1.87% of the 13F portfolio, value $6,645,909.

    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 24,028 shares
    Change vs previous 13F +1,056 shares

    1.89% of the 13F portfolio, value $4,685,621.

    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 22,972 shares
    Change vs previous 13F +5,715 shares

    2.37% of the 13F portfolio, value $4,279,454.

    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 17,257 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $3,420,019.

    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).