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Peak Retirement Planning, Inc.: XLE position timeline

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

Peak Retirement Planning, Inc. held 329,503 XLE 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 329,503 shares
    Change vs previous 13F +66,808 shares

    2.77% of the 13F portfolio, value $17,499,881.

    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 262,695 shares
    Change vs previous 13F +26,495 shares

    3.21% of the 13F portfolio, value $16,092,688.

    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 236,200 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $10,560,523.

    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).