Position in PODD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,767,252
+$1,851,945 QoQ
Shares Held
31,312
+125.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#176
of 716 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PODD Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $5,174,220 across 2 Medical Devices names. PODD ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PODD |
Insulet Corp
This page
|
31,312 | $4,767,252 | |
| 2 | ABT |
Abbott Laboratories
|
4,485 | $406,968 |
All Filings in PODD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,767,252 | 31,312 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,915,307 | 13,893 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,769,066 | 9,742 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,969,697 | 6,380 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,440,515 | 4,585 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,079,852 | 4,112 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $1,062,554 | 4,070 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||