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Peak Retirement Planning, Inc.: VOT position timeline

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

Peak Retirement Planning, Inc. held 13,285 VOT 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 13,285 shares
    Change vs previous 13F -4,887 shares

    0.64% of the 13F portfolio, value $4,069,262.

    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 18,172 shares
    Change vs previous 13F +1,433 shares

    0.93% of the 13F portfolio, value $4,676,516.

    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 16,739 shares
    Change vs previous 13F -9,727 shares

    1.09% of the 13F portfolio, value $4,672,652.

    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 26,466 shares
    Change vs previous 13F +7,218 shares

    2.19% of the 13F portfolio, value $7,775,354.

    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 19,248 shares
    Change vs previous 13F +6,811 shares

    2.21% of the 13F portfolio, value $5,474,020.

    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 12,437 shares
    Change vs previous 13F +1,685 shares

    1.69% of the 13F portfolio, value $3,042,588.

    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 10,752 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,729,178.

    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).