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Peak Retirement Planning, Inc.: XLRE position timeline

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

Peak Retirement Planning, Inc. held 386,766 XLRE 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 386,766 shares
    Change vs previous 13F +375,820 shares

    2.7% of the 13F portfolio, value $17,029,320.

    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 10,946 shares
    Change vs previous 13F -244,823 shares

    0.09% of the 13F portfolio, value $446,907.

    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 255,769 shares
    Change vs previous 13F +768 shares

    2.42% of the 13F portfolio, value $10,320,265.

    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 255,001 shares
    Change vs previous 13F +71,731 shares

    3.03% of the 13F portfolio, value $10,743,208.

    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 183,270 shares
    Change vs previous 13F +43,869 shares

    3.06% of the 13F portfolio, value $7,591,052.

    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 139,401 shares
    Change vs previous 13F +27,510 shares

    3.24% of the 13F portfolio, value $5,833,932.

    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 111,891 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $4,579,234.

    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).