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Peak Retirement Planning, Inc.: VOE position timeline

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

Peak Retirement Planning, Inc. held 57,532 VOE 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 57,532 shares
    Change vs previous 13F +6,435 shares

    1.8% of the 13F portfolio, value $11,368,250.

    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 51,097 shares
    Change vs previous 13F +25,153 shares

    1.88% of the 13F portfolio, value $9,416,225.

    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 25,944 shares
    Change vs previous 13F +10,662 shares

    1.08% of the 13F portfolio, value $4,601,624.

    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 15,282 shares
    Change vs previous 13F +688 shares

    0.75% of the 13F portfolio, value $2,667,979.

    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 14,594 shares
    Change vs previous 13F -1,247 shares

    0.97% of the 13F portfolio, value $2,400,114.

    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 15,841 shares
    Change vs previous 13F -434 shares

    1.41% of the 13F portfolio, value $2,543,114.

    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 16,275 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,631,014.

    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).