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Disclosery

Peak Asset Management, LLC: BILS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Asset Management, LLC on BILS, newest first. How the timeline and the estimate are built.

Peak Asset Management, LLC held 224,499 BILS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,499 shares
    Change vs previous 13F +14,202 shares

    3.28% of the 13F portfolio, value $22,310,711.

    13F-HR 0001062993-26-004338 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 210,297 shares
    Change vs previous 13F +3,594 shares

    3.69% of the 13F portfolio, value $20,911,934.

    13F-HR 0001062993-26-002657 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 206,703 shares
    Change vs previous 13F -4 shares

    3.49% of the 13F portfolio, value $20,509,072.

    13F-HR 0001062993-26-000643 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 206,707 shares
    Change vs previous 13F +7,764 shares

    3.59% of the 13F portfolio, value $20,571,481.

    13F-HR 0001062993-25-016725 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 198,943 shares
    Change vs previous 13F +2,541 shares

    3.62% of the 13F portfolio, value $19,780,903.

    13F-HR 0001062993-25-014438 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 196,402 shares
    Change vs previous 13F +4,279 shares

    3.72% of the 13F portfolio, value $19,540,035.

    13F-HR 0001062993-25-008726 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 192,123 shares
    Change vs previous 13F +30,254 shares

    3.52% of the 13F portfolio, value $19,048,996.

    13F-HR 0001062993-25-002525 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 161,869 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $16,118,916.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).