Peak Planning Group, LLC historic quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), over 21 quarters from 2020-09-30 to 2026-06-30, Peak Planning Group, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2097384), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-05-26); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-06-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-06-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-05-26); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-06-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-05-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-05-26); Q4 2023 (2023-09-30 to 2023-12-31, filed 2026-05-26); Q3 2023 (2023-06-30 to 2023-09-30, filed 2026-05-26); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-05-26); Q1 2023 (2022-12-31 to 2023-03-31, filed 2026-05-26); Q4 2022 (2022-09-30 to 2022-12-31, filed 2026-05-26); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-05-26); Q2 2022 (2021-12-31 to 2022-06-30, filed 2026-05-26); Q4 2021 (2021-09-30 to 2021-12-31, filed 2026-05-26); Q3 2021 (2021-03-31 to 2021-09-30, filed 2026-05-26); Q1 2021 (2020-12-31 to 2021-03-31, filed 2026-06-22); Q4 2020 (2020-09-30 to 2020-12-31, filed 2026-06-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Bridge City Capital, LLC | United States | $0.361B | 108 |
| VCI Wealth Management LLC | United States | $0.361B | 123 |
| PYA Waltman Capital, LLC | United States | $0.361B | 67 |
| Duncan Williams Asset Management, LLC | United States | $0.361B | 154 |
| MONIMUS CAPITAL MANAGEMENT, LP | United States | $0.361B | 55 |
| OLIO Financial Planning | United States | $0.361B | 72 |
| Pennant Investors, LP | United States | $0.361B | 17 |
| Benchmark Financial Wealth Advisors, LLC | United States | $0.361B | 133 |
| PROATHLETE WEALTH MANAGEMENT LLC | United States | $0.361B | 368 |
| RR Advisors, LLC | United States | $0.360B | 27 |