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PEAK FINANCIAL ADVISORS LLC: EMB position timeline

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

PEAK FINANCIAL ADVISORS LLC held 117,891 EMB 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 117,891 shares
    Change vs previous 13F +839 shares

    4.71% of the 13F portfolio, value $11,369,433.

    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 117,052 shares
    Change vs previous 13F -1,531 shares

    4.87% of the 13F portfolio, value $10,994,648.

    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 118,583 shares
    Change vs previous 13F +38,687 shares

    5.13% of the 13F portfolio, value $11,417,144.

    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 79,896 shares
    Change vs previous 13F +237 shares

    3.65% of the 13F portfolio, value $7,605,340.

    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 79,659 shares
    Change vs previous 13F +8,471 shares

    3.78% of the 13F portfolio, value $7,378,049.

    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 71,188 shares
    Change vs previous 13F +1,657 shares

    3.28% of the 13F portfolio, value $6,448,919.

    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 69,531 shares
    Change vs previous 13F -126 shares

    3.22% of the 13F portfolio, value $6,191,008.

    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 69,657 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $6,518,529.

    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).