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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

FPF holding history

First Trust Intermediate Duration Preferred & Income 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.

FPF overviewAll 13F holders of FPFFull Q2 2026 holdings

Shares (Q2 2026)
400,589
Value
$7.28M
% of portfolio
1.6%
Quarters held
18
Since Q1 2021
Holdings of FPF by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026400,589$7.28M1.6%+2,796+0.7%AddedHolders
Q1 2026397,793$7.01M1.9%+8,350+2.1%AddedHolders
Q4 2025389,443$7.26M2.0%+389,443NewHolders
Q2 20250$00.0%−317,026−100.0%Sold outHolders
Q1 2025317,026$5.83M2.5%+16,048+5.3%AddedHolders
Q4 2024300,978$5.42M2.3%+9,299+3.2%AddedHolders
Q3 2024291,679$5.70M2.5%+50,228+20.8%AddedHolders
Q2 2024241,451$4.44M2.2%+24,430+11.3%AddedHolders
Q1 2024217,021$3.89M2.4%+17,133+8.6%AddedHolders
Q4 2023199,888$3.26M2.3%+4,758+2.4%AddedHolders
Q3 2023195,130$2.91M2.3%+11,763+6.4%AddedHolders
Q2 2023183,367$2.84M2.1%+9,226+5.3%AddedHolders
Q1 2023174,141$2.75M2.2%+7,405+4.4%AddedHolders
Q4 2022166,736$2.81M2.5%+3,500+2.1%AddedHolders
Q3 2022163,236$2.71M2.5%+7,013+4.5%AddedHolders
Q2 2022156,223$2.92M2.5%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 2021130,328$3.20M2.4%+10,901+9.1%AddedHolders
Q3 2021119,427$2.99M2.6%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 2021101,120$2.42M2.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.