Peak Retirement Planning, Inc.CoreConcentrated trader

CIK: 0002056697 | COLUMBUS, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	194	$631.6M	2026-08-10	SEC ↗
Q1 2026	13F-HR	152	$501.5M	2026-05-11	SEC ↗
Q4 2025	13F-HR	145	$427.1M	2026-02-10	SEC ↗
Q3 2025	13F-HR	128	$355.1M	2025-11-04	SEC ↗
Q2 2025	13F-HR	118	$247.7M	2025-11-04	SEC ↗
Q1 2025	13F-HR	105	$180.3M	2025-11-04	SEC ↗
Q4 2024	13F-HR	96	$148.0M	2025-02-20	SEC ↗