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Peak Retirement Planning, Inc.: XLC position timeline

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

Peak Retirement Planning, Inc. held 155,779 XLC 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 155,779 shares
    Change vs previous 13F +40,063 shares

    2.64% of the 13F portfolio, value $16,688,577.

    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 115,716 shares
    Change vs previous 13F +25,396 shares

    2.56% of the 13F portfolio, value $12,828,326.

    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 90,320 shares
    Change vs previous 13F -6,677 shares

    2.49% of the 13F portfolio, value $10,632,474.

    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 96,997 shares
    Change vs previous 13F +22,026 shares

    3.23% of the 13F portfolio, value $11,481,592.

    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 74,971 shares
    Change vs previous 13F +15,580 shares

    3.28% of the 13F portfolio, value $8,136,640.

    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 59,391 shares
    Change vs previous 13F +7,769 shares

    3.18% of the 13F portfolio, value $5,728,262.

    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 51,622 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $4,900,888.

    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).