| Filing ID | Report Period | Holdings | Value ($000) | Form Type | Date Filed | Name |
|---|---|---|---|---|---|---|
| 000195175726000701 | Q1 2026 | 120 | 360,810,569 | 13F-HR | 4/22/2026 | Peak Planning Group, LLC |
| 000195175726000905 | Q3 2025 | 94 | 191,963,780 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000904 | Q4 2024 | 116 | 239,992,250 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000903 | Q2 2024 | 105 | 203,439,147 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000902 | Q1 2024 | 76 | 159,584,116 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000901 | Q4 2023 | 70 | 139,015,228 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000899 | Q3 2023 | 73 | 127,716,001 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000898 | Q2 2023 | 77 | 134,588,379 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000896 | Q1 2023 | 77 | 123,244,234 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000900 | Q4 2022 | 80 | 113,653,869 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000897 | Q3 2022 | 77 | 108,041,788 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000895 | Q2 2022 | 78 | 119,038,548 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000894 | Q4 2021 | 83 | 135,419,712 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000893 | Q3 2021 | 77 | 116,199,000 | 13F-HR | 5/26/2026 | Peak Planning Group, LLC |
| 000195175726000920 | Q1 2021 | 75 | 102,508,650 | 13F-HR | 6/22/2026 | Peak Planning Group, LLC |
| 000195175726000911 | Q4 2020 | 61 | 88,032,207 | 13F-HR | 6/3/2026 | Peak Planning Group, LLC |
| 000195175726000909 | Q3 2020 | 49 | 71,471,054 | 13F-HR | 5/29/2026 | Peak Planning Group, LLC |