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Peak Retirement Planning, Inc.: VGIT position timeline

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

Peak Retirement Planning, Inc. held 9,816 VGIT 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 9,816 shares
    Change vs previous 13F +1,495 shares

    0.09% of the 13F portfolio, value $578,964.

    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 8,321 shares
    Change vs previous 13F +2,069 shares

    0.1% of the 13F portfolio, value $495,491.

    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 6,252 shares
    Change vs previous 13F +2,850 shares

    0.09% of the 13F portfolio, value $374,654.

    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 3,402 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $204,204.

    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).