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PEAK FINANCIAL ADVISORS LLC: BRW position timeline

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

PEAK FINANCIAL ADVISORS LLC held 89,996 BRW 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 89,996 shares
    Change vs previous 13F +2,058 shares

    0.24% of the 13F portfolio, value $591,275.

    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).

  2. period ended2026-03-31
    13F 87,938 shares
    Change vs previous 13F +3,255 shares

    0.26% of the 13F portfolio, value $592,705.

    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 84,683 shares
    Change vs previous 13F +20,983 shares

    0.27% of the 13F portfolio, value $593,625.

    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 63,700 shares
    Change vs previous 13F +269 shares

    0.24% of the 13F portfolio, value $494,950.

    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 63,431 shares
    Change vs previous 13F +1,131 shares

    0.26% of the 13F portfolio, value $511,253.

    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 62,300 shares
    Change vs previous 13F +1,121 shares

    0.25% of the 13F portfolio, value $483,451.

    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 61,179 shares
    Change vs previous 13F +31 shares

    0.24% of the 13F portfolio, value $466,181.

    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 61,148 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $464,112.

    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).