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Peak Retirement Planning, Inc.: VZ position timeline

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

Peak Retirement Planning, Inc. held 69,955 VZ 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 69,955 shares
    Change vs previous 13F +20,048 shares

    0.47% of the 13F portfolio, value $2,961,910.

    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 49,907 shares
    Change vs previous 13F -2,214 shares

    0.5% of the 13F portfolio, value $2,505,325.

    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 52,121 shares
    Change vs previous 13F +9,937 shares

    0.5% of the 13F portfolio, value $2,122,878.

    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 42,184 shares
    Change vs previous 13F +10,277 shares

    0.52% of the 13F portfolio, value $1,853,966.

    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 31,907 shares
    Change vs previous 13F +7,113 shares

    0.56% of the 13F portfolio, value $1,380,620.

    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 24,794 shares
    Change vs previous 13F +5,496 shares

    0.62% of the 13F portfolio, value $1,124,656.

    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 19,298 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $772,353.

    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).