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PEAK FINANCIAL ADVISORS LLC: CTA position timeline

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

PEAK FINANCIAL ADVISORS LLC held 427,579 CTA 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 427,579 shares
    Change vs previous 13F -2,782 shares

    4.59% of the 13F portfolio, value $11,091,404.

    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 430,361 shares
    Change vs previous 13F -152,820 shares

    5.76% of the 13F portfolio, value $13,005,504.

    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 583,181 shares
    Change vs previous 13F +2,408 shares

    7.14% of the 13F portfolio, value $15,897,518.

    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 580,773 shares
    Change vs previous 13F +40,398 shares

    7.79% of the 13F portfolio, value $16,244,220.

    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 540,375 shares
    Change vs previous 13F +213,303 shares

    7.4% of the 13F portfolio, value $14,449,624.

    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 327,072 shares
    Change vs previous 13F +2,389 shares

    4.93% of the 13F portfolio, value $9,681,329.

    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 324,683 shares
    Change vs previous 13F +9,773 shares

    4.71% of the 13F portfolio, value $9,055,403.

    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 314,910 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $8,187,668.

    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).