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Peak Retirement Planning, Inc.: VWO position timeline

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

Peak Retirement Planning, Inc. held 317,385 VWO 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 317,385 shares
    Change vs previous 13F -116,260 shares

    3% of the 13F portfolio, value $18,944,712.

    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 433,645 shares
    Change vs previous 13F +72,987 shares

    4.67% of the 13F portfolio, value $23,438,488.

    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 360,658 shares
    Change vs previous 13F +154,604 shares

    4.54% of the 13F portfolio, value $19,388,975.

    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 206,054 shares
    Change vs previous 13F +75,108 shares

    3.14% of the 13F portfolio, value $11,163,994.

    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 130,946 shares
    Change vs previous 13F +84,277 shares

    2.61% of the 13F portfolio, value $6,476,593.

    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 46,669 shares
    Change vs previous 13F +11,460 shares

    1.17% of the 13F portfolio, value $2,112,239.

    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 35,209 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,550,706.

    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).