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Peak Asset Management, LLC: VGSH position timeline

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

Peak Asset Management, LLC held 381,952 VGSH 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 381,952 shares
    Change vs previous 13F -3,300 shares

    3.27% of the 13F portfolio, value $22,229,578.

    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 385,252 shares
    Change vs previous 13F +2,997 shares

    3.98% of the 13F portfolio, value $22,552,623.

    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 382,255 shares
    Change vs previous 13F +17,477 shares

    3.82% of the 13F portfolio, value $22,449,807.

    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 364,778 shares
    Change vs previous 13F +17,749 shares

    3.75% of the 13F portfolio, value $21,467,156.

    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 347,029 shares
    Change vs previous 13F +25,145 shares

    3.74% of the 13F portfolio, value $20,398,336.

    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 321,884 shares
    Change vs previous 13F +22,828 shares

    3.6% of the 13F portfolio, value $18,891,343.

    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 299,056 shares
    Change vs previous 13F +15,400 shares

    3.22% of the 13F portfolio, value $17,399,049.

    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 283,656 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $16,741,348.

    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).