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Peak Retirement Planning, Inc.: VOO position timeline

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

Peak Retirement Planning, Inc. held 16,364 VOO 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 16,364 shares
    Change vs previous 13F +9,209 shares

    1.78% of the 13F portfolio, value $11,239,224.

    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 7,155 shares
    Change vs previous 13F -6,345 shares

    0.85% of the 13F portfolio, value $4,275,746.

    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 13,500 shares
    Change vs previous 13F -7,949 shares

    1.98% of the 13F portfolio, value $8,466,463.

    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 21,449 shares
    Change vs previous 13F +7,260 shares

    3.7% of the 13F portfolio, value $13,134,713.

    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 14,189 shares
    Change vs previous 13F +387 shares

    3.25% of the 13F portfolio, value $8,059,751.

    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 13,802 shares
    Change vs previous 13F +1,084 shares

    3.93% of the 13F portfolio, value $7,092,986.

    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 12,718 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $6,852,870.

    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).