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PEAK FINANCIAL ADVISORS LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PEAK FINANCIAL ADVISORS LLC on AXP, newest first. How the timeline and the estimate are built.

PEAK FINANCIAL ADVISORS LLC held 0 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -9,862 shares

    13F-HR 0001843309-26-000008 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 9,862 shares
    Change vs previous 13F +319 shares

    1.32% of the 13F portfolio, value $2,982,974.

    13F-HR 0001843309-26-000006 filed by PEAK FINANCIAL ADVISORS 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 9,543 shares
    Change vs previous 13F -784 shares

    1.59% of the 13F portfolio, value $3,530,322.

    13F-HR 0001843309-26-000002 filed by PEAK FINANCIAL ADVISORS 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 10,327 shares
    Change vs previous 13F -58 shares

    1.65% of the 13F portfolio, value $3,430,076.

    13F-HR 0001843309-25-000012 filed by PEAK FINANCIAL ADVISORS 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 10,385 shares
    Change vs previous 13F -240 shares

    1.7% of the 13F portfolio, value $3,312,760.

    13F-HR 0001843309-25-000007 filed by PEAK FINANCIAL ADVISORS 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 10,625 shares
    Change vs previous 13F -71 shares

    1.46% of the 13F portfolio, value $2,858,757.

    13F-HR 0001843309-25-000005 filed by PEAK FINANCIAL ADVISORS 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 10,696 shares
    Change vs previous 13F -140 shares

    1.65% of the 13F portfolio, value $3,174,524.

    13F-HR 0001843309-25-000002 filed by PEAK FINANCIAL ADVISORS 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 10,836 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,938,723.

    13F-HR 0001843309-24-000008 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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