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Manager record

Peak Planning Group, LLC

Centennial, CO · CIK 2097384 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record
Aug 12 2026 13F-HR · period Q2 2026

$443.13M · 128 positions · View original SEC filing ↗

Jun 24 2026 13F-HR · period Q1 2026

$156.31M · 90 positions · View original SEC filing ↗

Jun 24 2026 13F-HR · period Q1 2026

$237.78M · 122 positions · View original SEC filing ↗

Jun 24 2026 13F-HR · period Q1 2026

$228.10M · 108 positions · View original SEC filing ↗

Jun 22 2026 13F-HR · period Q1 2026

$102.51M · 75 positions · View original SEC filing ↗

Jun 03 2026 13F-HR · period Q1 2026

$88.03M · 61 positions · View original SEC filing ↗

May 29 2026 13F-HR · period Q3 2020

$71.47M · 49 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q1 2024

$159.58M · 76 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2025

$191.96M · 94 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2024

$239.99M · 116 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q2 2024

$203.44M · 105 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2021

$135.42M · 83 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2021

$116.20M · 77 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2023

$139.02M · 70 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2022

$113.65M · 80 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2023

$127.72M · 73 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q2 2023

$134.59M · 77 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2022

$108.04M · 77 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q1 2023

$123.24M · 77 positions · View original SEC filing ↗

May 26 2026 13F-HR · period Q2 2022

$119.04M · 78 positions · View original SEC filing ↗

Apr 22 2026 13F-HR · period Q1 2026

$360.81M · 120 positions · View original SEC filing ↗

Feb 13 2026 13F-HR · period Q4 2025

$356.66M · 120 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: · latest filing Aug 12, 2026 · Change methodology