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Peak Retirement Planning, Inc.: VIG position timeline

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

Peak Retirement Planning, Inc. held 12,101 VIG 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 12,101 shares
    Change vs previous 13F +1,525 shares

    0.45% of the 13F portfolio, value $2,863,442.

    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 10,576 shares
    Change vs previous 13F +1,325 shares

    0.45% of the 13F portfolio, value $2,274,552.

    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 9,251 shares
    Change vs previous 13F +2,089 shares

    0.48% of the 13F portfolio, value $2,033,285.

    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 7,162 shares
    Change vs previous 13F +2,881 shares

    0.44% of the 13F portfolio, value $1,545,432.

    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 4,281 shares
    Change vs previous 13F +1,032 shares

    0.35% of the 13F portfolio, value $876,117.

    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 3,249 shares
    Change vs previous 13F +663 shares

    0.35% of the 13F portfolio, value $630,274.

    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 2,586 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $506,380.

    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).