Peak Planning Group, LLC
- SEC CIK
- 0002097384
- Latest filing
- Aug 12, 2026
RJF holding history
Raymond James Financial Inc 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.
RJF overviewAll 13F holders of RJFFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,247
- Value
- $645.6K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,247 | $645.6K | 0.1% | −893−17.4% | Reduced | Holders |
| Q1 2026 | 5,140 | $744.2K | 0.2% | −1,038−16.8% | Reduced | Holders |
| Q4 2025 | 6,178 | $992.1K | 0.3% | −296−4.6% | Reduced | Holders |
| Q3 2025 | 6,474 | $1.12M | 0.6% | −2,130−24.8% | Reduced | Holders |
| Q2 2025 | 8,604 | $1.32M | 0.8% | −685−7.4% | Reduced | Holders |
| Q1 2025 | 9,289 | $1.29M | 0.5% | +40.0% | Added | Holders |
| Q4 2024 | 9,285 | $1.44M | 0.6% | −2,293−19.8% | Reduced | Holders |
| Q3 2024 | 11,578 | $1.42M | 0.6% | +20.0% | Added | Holders |
| Q2 2024 | 11,576 | $1.43M | 0.7% | +11,576 | New | Holders |