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Manager record

Peak Planning Group, LLC

Centennial, CO · CIK 2097384 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$443.13MReported 13F valueQ2 2026 · as filed
128Holdings listed
-62.2%vs prior quartervalue change includes market moves
17Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q3 2020 to Q2 2026Q3 2020: $71.5M$71.5MQ3 202049 holdingsQ3 2021: $116.2M$116.2MQ3 202177 holdingsQ4 2021: $135.4M$135.4MQ4 202183 holdingsQ2 2022: $119.0M$119.0MQ2 202278 holdingsQ3 2022: $108.0M$108.0MQ3 202277 holdingsQ4 2022: $113.7M$113.7MQ4 202280 holdingsQ1 2023: $123.2M$123.2MQ1 202377 holdingsQ2 2023: $134.6M$134.6MQ2 202377 holdingsQ3 2023: $127.7M$127.7MQ3 202373 holdingsQ4 2023: $139.0M$139.0MQ4 202370 holdingsQ1 2024: $159.6M$159.6MQ1 202476 holdingsQ2 2024: $203.4M$203.4MQ2 2024105 holdingsQ4 2024: $240.0M$240.0MQ4 2024116 holdingsQ3 2025: $192.0M$192.0MQ3 202594 holdingsQ4 2025: $356.7M$356.7MQ4 2025120 holdingsQ1 2026: $1.2B$1.2BQ1 2026576 holdingsQ2 2026: $443.1M$443.1MQ2 2026128 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$443.13M · 128 holdings listed · View original SEC filing ↗

Jun 24 2026 13F-HR · period Q1 2026

$156.31M · 90 holdings listed · View original SEC filing ↗

Jun 24 2026 13F-HR · period Q1 2026

$237.78M · 122 holdings listed · View original SEC filing ↗

Jun 24 2026 13F-HR · period Q1 2026

$228.10M · 108 holdings listed · View original SEC filing ↗

Jun 22 2026 13F-HR · period Q1 2026

$102.51M · 75 holdings listed · View original SEC filing ↗

Jun 03 2026 13F-HR · period Q1 2026

$88.03M · 61 holdings listed · View original SEC filing ↗

May 29 2026 13F-HR · period Q3 2020

$71.47M · 49 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q1 2024

$159.58M · 76 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2025

$191.96M · 94 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2024

$239.99M · 116 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q2 2024

$203.44M · 105 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2021

$135.42M · 83 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2021

$116.20M · 77 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2023

$139.02M · 70 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q4 2022

$113.65M · 80 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2023

$127.72M · 73 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q2 2023

$134.59M · 77 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q3 2022

$108.04M · 77 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q1 2023

$123.24M · 77 holdings listed · View original SEC filing ↗

May 26 2026 13F-HR · period Q2 2022

$119.04M · 78 holdings listed · View original SEC filing ↗

Apr 22 2026 13F-HR · period Q1 2026

$360.81M · 120 holdings listed · View original SEC filing ↗

Feb 13 2026 13F-HR · period Q4 2025

$356.66M · 120 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology