A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Peak Retirement Planning, Inc..

Business address: 3600 Olentangy River Rd, Building 501, Columbus, OH, 43214
Top securities (13F): SGOV, VEA, Invesco QQQ Trust, Series 1, VOO, SPDR Gold MiniShares Trust, XLC, VWO, XLY, XLRE, XLB, VUG, VOT, VBR, VTI, VTV, VBK, MSFT, AAPL, APP, and GOOGL

Peak Retirement Planning, Inc. has filed 5 SEC EDGAR filings since 20 Feb 2025

Recent SEC filings for Peak Retirement Planning, Inc. including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	04 Nov 2025	30 Sep 2025	028-25389
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	04 Nov 2025	30 Jun 2025	028-25389
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	04 Nov 2025	31 Mar 2025	028-25389
N-PX	Open N-PX document	View SEC filing for N-PX	26 Aug 2025	26 Aug 2025	028-25389
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	20 Feb 2025	31 Dec 2024	028-25389

Peak Retirement Planning, Inc. files with the SEC under CIK 0002056697. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.