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Peak Retirement Planning, Inc.: VTI position timeline

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

Peak Retirement Planning, Inc. held 11,526 VTI 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 11,526 shares
    Change vs previous 13F -935 shares

    0.68% of the 13F portfolio, value $4,265,103.

    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 12,461 shares
    Change vs previous 13F -4,620 shares

    0.8% of the 13F portfolio, value $3,997,729.

    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 17,081 shares
    Change vs previous 13F -399 shares

    1.34% of the 13F portfolio, value $5,726,598.

    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 17,480 shares
    Change vs previous 13F +3,856 shares

    1.62% of the 13F portfolio, value $5,736,499.

    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 13,624 shares
    Change vs previous 13F +4,893 shares

    1.67% of the 13F portfolio, value $4,140,598.

    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 8,731 shares
    Change vs previous 13F +2,076 shares

    1.33% of the 13F portfolio, value $2,399,628.

    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 6,655 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,928,354.

    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).