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Peak Retirement Planning, Inc.: XLB position timeline

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

Peak Retirement Planning, Inc. held 19,365 XLB 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 19,365 shares
    Change vs previous 13F -244,641 shares

    0.16% of the 13F portfolio, value $984,327.

    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 264,006 shares
    Change vs previous 13F +32,960 shares

    2.63% of the 13F portfolio, value $13,192,374.

    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 231,046 shares
    Change vs previous 13F +112,401 shares

    2.45% of the 13F portfolio, value $10,477,955.

    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 118,645 shares
    Change vs previous 13F +115,977 shares

    2.99% of the 13F portfolio, value $10,632,933.

    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 2,668 shares
    Change vs previous 13F -63,478 shares

    0.09% of the 13F portfolio, value $234,307.

    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 66,146 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,687,233.

    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).