Peak Planning Group, LLC
- SEC CIK
- 0002097384
- Latest filing
- Aug 12, 2026
EAD holding history
Allspring Income Opportunities Fund in every 13F filed by Peak Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EAD overviewAll 13F holders of EADFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,090,407
- Value
- $7.09M
- % of portfolio
- 1.6%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,090,407 | $7.09M | 1.6% | −52,359−4.6% | Reduced | Holders |
| Q1 2026 | 1,142,766 | $7.41M | 2.1% | −46,322−3.9% | Reduced | Holders |
| Q4 2025 | 1,189,088 | $8.06M | 2.3% | +1,189,088 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −782,407−100.0% | Sold out | Holders |
| Q1 2025 | 782,407 | $5.35M | 2.3% | +67,725+9.5% | Added | Holders |
| Q4 2024 | 714,682 | $4.92M | 2.1% | +16,789+2.4% | Added | Holders |
| Q3 2024 | 697,893 | $4.98M | 2.2% | +129,185+22.7% | Added | Holders |
| Q2 2024 | 568,708 | $3.76M | 1.9% | +253,217+80.3% | Added | Holders |
| Q1 2024 | 315,491 | $2.09M | 1.3% | +315,491 | New | Holders |