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Peak Retirement Planning, Inc.: XLP position timeline

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

Peak Retirement Planning, Inc. held 8,300 XLP 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 8,300 shares
    Change vs previous 13F -146,377 shares

    0.11% of the 13F portfolio, value $689,452.

    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 154,677 shares
    Change vs previous 13F +27,307 shares

    2.53% of the 13F portfolio, value $12,680,448.

    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 127,370 shares
    Change vs previous 13F +124,647 shares

    2.32% of the 13F portfolio, value $9,894,129.

    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 2,723 shares
    Change vs previous 13F -1,654 shares

    0.06% of the 13F portfolio, value $213,381.

    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 4,377 shares
    Change vs previous 13F -67,611 shares

    0.14% of the 13F portfolio, value $354,445.

    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 71,988 shares
    Change vs previous 13F +5,448 shares

    3.26% of the 13F portfolio, value $5,879,260.

    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 66,540 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $4,954,663.

    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).