Peak Planning Group, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 21 quarters from 2020-09-30 to 2026-06-30, Peak Planning Group, LLC opened 2 positions, added to 4, reduced 2 and sold out of 2.
- Q2 2023: Stock QPFF; Country of operation —; Class QUALITY PREFER; Shares before 6,313.
- Q2 2022: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 33,196.
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.
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