Skip to content
Disclosery

Peak Retirement Planning, Inc.: VUG position timeline

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

Peak Retirement Planning, Inc. held 156,415 VUG 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 156,415 shares
    Change vs previous 13F +137,654 shares

    2.13% of the 13F portfolio, value $13,473,566.

    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 18,761 shares
    Change vs previous 13F -4,585 shares

    1.63% of the 13F portfolio, value $8,194,768.

    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 23,346 shares
    Change vs previous 13F +1,694 shares

    2.67% of the 13F portfolio, value $11,389,461.

    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 21,652 shares
    Change vs previous 13F +4,499 shares

    2.92% of the 13F portfolio, value $10,384,679.

    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 17,153 shares
    Change vs previous 13F +3,435 shares

    3.04% of the 13F portfolio, value $7,519,716.

    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 13,718 shares
    Change vs previous 13F +4,026 shares

    2.82% of the 13F portfolio, value $5,086,909.

    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 9,692 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $3,988,146.

    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).