PEAK FINANCIAL ADVISORS LLC: BRX position timeline

PEAK FINANCIAL ADVISORS LLC held 109,600 BRX 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 109,600 shares

   Change vs previous 13F +20,130 shares

   1.43% of the 13F portfolio, value $3,455,677.

   13F-HR 0001843309-26-000008 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 89,470 shares

   Change vs previous 13F +3,918 shares

   1.14% of the 13F portfolio, value $2,576,736.

   13F-HR 0001843309-26-000006 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 85,552 shares

   Change vs previous 13F +59,340 shares

   1.01% of the 13F portfolio, value $2,243,173.

   13F-HR 0001843309-26-000002 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 26,212 shares

   Change vs previous 13F +7,429 shares

   0.35% of the 13F portfolio, value $725,548.

   13F-HR 0001843309-25-000012 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,783 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $489,109.

   13F-HR 0001843309-25-000007 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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