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Peak Retirement Planning, Inc.: VTV position timeline

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

Peak Retirement Planning, Inc. held 62,479 VTV 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 62,479 shares
    Change vs previous 13F +12,513 shares

    2.16% of the 13F portfolio, value $13,616,124.

    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 49,966 shares
    Change vs previous 13F +17,583 shares

    1.95% of the 13F portfolio, value $9,803,334.

    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 32,383 shares
    Change vs previous 13F +4,087 shares

    1.45% of the 13F portfolio, value $6,184,870.

    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 28,296 shares
    Change vs previous 13F +2,492 shares

    1.49% of the 13F portfolio, value $5,276,983.

    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 25,804 shares
    Change vs previous 13F +5,242 shares

    1.84% of the 13F portfolio, value $4,560,548.

    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 20,562 shares
    Change vs previous 13F +2,693 shares

    1.97% of the 13F portfolio, value $3,551,880.

    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 17,869 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,025,918.

    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).