Peak Retirement Planning, Inc.
PensionPosition in MMSI — Merit Medical Systems Inc
CIK 2056697
COLUMBUS, OH
Position in MMSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,131,714
+$2,020,008 QoQ
Shares Held
74,008
+63.9% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#96
of 405 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMSI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $5,131,714 across 1 Medical Instruments & Supplies name. MMSI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMSI |
Merit Medical Systems Inc
This page
|
74,008 | $5,131,714 |
All Filings in MMSI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,131,714 | 74,008 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,111,706 | 45,143 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,862,082 | 32,472 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,995,688 | 23,978 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,442,022 | 15,426 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,168,624 | 11,055 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $875,412 | 9,051 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||